Couples final-expense planning sheet
Use the two notes columns for Person A and Person B. Allocate shared resources once across both people.
Keep this sheet privately. It does not submit information or create an application.
| Question or item | Notes / Quote A | Notes / Quote B |
|---|---|---|
| Person and arrangement location | ||
| Dated local expense estimate | ||
| Specific prepaid items excluded from unpaid total | ||
| Existing insurance confirmed and allocated | ||
| Share of dedicated savings allocated to this person | ||
| Remaining planning gap | ||
| Proposed benefit and payment duration | ||
| Benefit available after first and second death | ||
| Remaining premium affordable to survivor | ||
| Owner, beneficiary, backup contacts to confirm | ||
| Documents and unanswered questions |
Prepared on: __________________ · Review when prices, plans, or circumstances change.