Build a practical list of records and contacts that can make a difficult time less overwhelming.
Make important records easier to find.
Work through the places, records, and contacts your family may need. Note what is organized and what still needs a conversation. You can also print a blank worksheet.
Your answers stay in this page and disappear when you reload or leave. Download or print a copy to keep them. Use general notes; do not enter passwords, account numbers, or other sensitive details.
Where are your planning documents kept?
Not reviewed yet
Identify where to find your will, any trust documents, powers of attorney, and health-care instructions. Note a location rather than copying private details.
Notes or questions (optional):
Who are the key people to contact?
Not reviewed yet
Consider your attorney, financial professional, executor, and trusted family contact. Keep their actual contact information in your secure records.
Notes or questions (optional):
Is there a list of financial institutions and policies?
Not reviewed yet
Include banks, retirement plans, insurance providers, and any employer benefits. Avoid recording account numbers here.
Notes or questions (optional):
Can someone locate property and debt records?
Not reviewed yet
Think about deeds, mortgages, vehicle records, business interests, and outstanding obligations.
Notes or questions (optional):
Have you planned how digital records can be found?
Not reviewed yet
Identify important digital services and ask about their legacy-contact options. Do not put passwords or access codes in this worksheet.
Notes or questions (optional):
Does a trusted person know where to start?
Not reviewed yet
Plan a conversation about where your records are stored and how to request access appropriately. Choose a future review date.
Notes or questions (optional):
This worksheet organizes a conversation. It does not create or change a will, guardian nomination, beneficiary designation, or other legal document. A qualified attorney can advise on your circumstances and state law.