Part B: Financial Overview brings together all the key components of your financial life in one organized place. This section begins with your Financial Records, where you can list income sources, monthly expenses, savings, debts, bank accounts, and financial advisors. It includes a simple budget template to help track your finances and plan for the future.
 
Next, your Tax Records are stored here, including your tax number, tax practitioner’s details, past returns, supporting documents, and any outstanding obligations—making future filings or estate administration much easier.
 
Finally, the Securities and Insurances portion allows you to document your investment portfolio (such as shares, bonds, and retirement funds), as well as all your insurance policies—life, disability, medical, funeral, home, and vehicle—along with policy details and beneficiaries. Together, this section provides a full financial snapshot to support peace of mind and seamless estate management.