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.

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.

Due to the sensitive nature of this information, UBS employees are not permitted to maintain a copy of this completed document and the information contained therein will not be considered part of UBS’s records.

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 investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary(PDF, 143 KB).

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