Worksheet Your documents. Your life

Organize your key information all in one place

When completed, you'll have a detailed record of vital information that can help make life considerably easier for you and those you have chosen to handle your affairs in an emergency or crisis.

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Key Takeaways:

  • This guide will help you assemble the many moving pieces of your life in one place.
  • Taking the time to put together a thoughtful and comprehensive document about the most important aspects of your life can be a great resource for you or your family in an emergency or crisis.
  • Like you would for any other sensitive information, keep any copies of this guide in a secure location that is accessible only by people you trust.

This is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It has not been prepared with regard to the specific objectives, financial situation or particular needs of any specific person. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. Any opinions expressed are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of UBS.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services, which are separate and distinct, differ in material ways and governed by different laws and separate contracts. For more information visit our website at  ubs.com/workingwithus (PDF, 152 KB).

© UBS 2020. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS Group AG. Member FINRA. Member SIPC.