Important People and Information
Being prepared for the unexpected is part of a sound financial plan. Insurance can help protect your home, health, auto and life. But what about having a list of important people available in case something happens to you. If you were to die or disabled and unable to communicate, would your loved ones be able to find important documents and contact the right people? Here is a worksheet you may want to consider using.
Locations of Important Papers
Item |
Location |
Contact |
Last will and testament |
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Durable power of attorney for finances |
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Medical directives |
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Trust documents |
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Insurance policies |
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Income tax returns |
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Investment records |
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Retirement plan documents |
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Real estate deeds & mortgages |
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Funeral arrangements |
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Passports |
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Divorce or custodial papers |
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Safe deposit box |
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Stock certificates or bonds |
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Employment contracts |
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Business agreements |
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Personal Contacts
Reference |
Person |
Phone Numbers |
Doctor |
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Life insurance agent |
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Other insurance agents |
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Attorney |
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Estate executor |
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Tax advisor |
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Next of kin |
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Investment advisor |
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Personal banker |
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Other family members |
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Custodian for children |
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Business associates |
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All of this information can be critical in times of emergencies. Taking time now to record this information and making sure family members know where to find it can help you or others handle the unexpected.
Click here for printable PDF
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