Create intermediate Works with: Any AI

Financial Emergency Information Sheet

Structured brief Has example

Create a sheet your family can use if you cannot.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Create a template for an emergency information sheet for my household. People who would need it: [PEOPLE]. Types of accounts and obligations I have: [ACCOUNT_TYPES]. Professionals involved (accountant, lawyer, adviser): [PROFESSIONALS].

Produce a document outline with sections: contacts, where key documents are kept, accounts by institution (name and type, but no account numbers or passwords), regular bills and due dates, insurance policies, digital accounts and how access is managed (for example, a password manager and who holds the master access), instructions for pets and dependants, and wishes I want to be known. Add a checklist for reviewing it every six months. Explain that legal documents such as wills or powers of attorney must be arranged with a qualified professional in [JURISDICTION], and mark that statement [VERIFY]. Do not draft legal documents.

Present options and their costs neutrally without picking investments for me. Remind me that tax and legal details vary by [JURISDICTION] and need checking with a professional.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Contacts: partner, sister, accountant, solicitor, doctor.
Documents: will and insurance in the fireproof box in the hall cupboard; copies with my sister.
Accounts (names only): Bank A current account; Bank B savings; employer pension; credit union.
Bills: rent 1st, electricity 15th, phone 20th.
Digital access: password manager; emergency access holder is my sister.
Pets: Biscuit the dog, vet Dr. Lim.
Wishes: I'd like my funeral to be simple.
Legal documents such as wills must be arranged with a qualified professional [VERIFY] [JURISDICTION]. No account numbers or passwords on this sheet.

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