Fillable Worksheet: Managing A Large Cash Windfall

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Worksheet: Managing A Large Cash Windfall

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© 2019 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 1 of 5
Worksheet: Managing A
Large Cash Windfall
Getting Started
If you recently came into a lot of money -- inheritance, legal settlement,
gambling/lottery win – here’s how to get organized and plan for your new wealth.
This worksheet includes the following:
Professionals & Trusted Advisors
Estate Planning Documents You Have Or Need
Types Of Insurance You Have Or Need
Financial Accounts & Investments
Property & Assets
Debts & Loans
Worries & Concerns
Future Purchase Wishlist
Charity & Gifts
Remember
Create an Everplan to easily and securely update and share this vital info with the
people you love and trust.
Managing A Large Cash Windfall Worksheet
Learn more about creating an Everplan at www.everplans.com.
© 2019 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 2 of 5
TEAM OF PROFESSIONALS & TRUSTED ADVISORS
You need to hire people who know how to deal with large sums of money. If you don’t have any pros, make
assembling a team your top priority. (Note: A “Trusted Advisor” could be anyone in your life you trust implicitly.)
Attorney Name/Info:
Financial/Accountant Name/Info:
Insurance Agent Name/Info:
Trusted Advisor Name/Info:
Trusted Advisor Name/Info:
Trusted Advisor Name/Info:
OFFICIAL DOCUMENTS
If you have the following documents, make sure someone you trust knows where they are. If you don’t have them,
have your team of professionals get to work.
Will Power Of Attorney
Trust(s) Other (Advance Directive, Divorce Decree):
INSURANCE INFO
Get a handle on all the types of insurance you have, as well as any types you may be interested in purchasing for
when you meet with an agent.
Life Insurance Health Insurance Car Insurance
Home Insurance Renters Insurance Long-Term Care Insurance
Funeral Insurance Disability Insurance Disaster Insurance
Other Insurance Policies (Example: Umbrella, Liability, Personal Articles):
Managing A Large Cash Windfall Worksheet
Learn more about creating an Everplan at www.everplans.com.
© 2019 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 3 of 5
FINANCIAL ACCOUNTS, INVESTMENTS, RETIREMENT FUNDS
Have a recent account statement for each, location of related items (example: checkbooks, passbooks), and
account/login and password for online management.
Checking Savings
Money Market Certificate Of Deposit (CDs)
Stocks Bonds
Mutual Funds Military Benefits
401(k) 403(b)
IRA Roth IRA
Pension (SEP / SARSEP) 529/College Savings
Emergency Fund Other (Example: Trust Fund, Specific Benefits):
PROPERY & ASSETS
Real Estate (owned) Real Estate (rented/leased)
Motor Vehicles Boats, Other Vehicles
Valuables & Other (Collectibles, Artwork, Jewelry, etc…):
DEBTS & LOANS
This is a chance to erase all those debts and loans, so make sure you account for them all.
Credit Card Debt Mortgage
Loans (Car, Student, Personal) Other (Example: Debit Card, Settlements/Support):
Managing A Large Cash Windfall Worksheet
Learn more about creating an Everplan at www.everplans.com.
© 2019 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 4 of 5
WORRIES & CONCERNS
With wealth comes stress. Write down every possible worry you have as a starting point for when you speak with
your team of professionals and trusted advisors.
What are some of the issues or problems you see arising from your newfound fortune? (Example:
taxes, greedy family, shady friends or acquaintances):
FUTURE PURCHASE WISHLIST
Here’s where you get to have some fun -- because what good is having money if you can’t spend it? Write down
whatever you desire knowing this list can be altered depending on how much you’ll be able to spend.
Things you need (Example: home repairs, medical treatment not covered by insurance):
Things you want (Example: mansion, fancy car, lavish trip):
Managing A Large Cash Windfall Worksheet
Learn more about creating an Everplan at www.everplans.com.
© 2019 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 5 of 5
CHARITY & GIFTS
The most rewarding part of a newfound fortune is the ability to share it with friends, family, favorite causes, and
charities.
What causes do you find most important?
What charities do you find most important?
List out some people in your life you believe deserve a gift in the form of cash or assets.
NOTES & PERSONAL THOUGHTS
Use this section for any important information, personal thoughts, or anything we may have missed.
Remember, you can do this all online. Create an Everplan so this info, along with much more, is neatly
organized, securely stored, and easy to share with the people you care about most.
CREATE YOUR EVERPLAN NOW: www.everplans.com
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more) in a personalized Everplan so it’s accessible to those who will need it.
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Completed 19 November 2020

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