By filling out this worksheet, you can help family members deal with your personal affairs after you're gone. Be sure to let your loved ones know about this list. It will help them cope with your death and find comfort in knowing your needs and wishes were met. Try to keep it updated and in a safe place. Make sure that only those you trust have access to it.

Banks, savings and loans
Contact Information

What Needs to be Done

Life insurance company
Contact Information

What Needs to be Done

Health insurance company
Contact Information

What Needs to be Done

Disability insurance company
Contact Information

What Needs to be Done

Homeowners' or renters' insurance company
Contact Information

What Needs to be Done

Burial insurance company
Contact Information

What Needs to be Done

Unions and fraternal organizations
Contact Information

What Needs to be Done

Attorney
Contact Information

What Needs to be Done

Accountant
Contact Information

What Needs to be Done

Executor of the estate
Contact Information

What Needs to be Done

Internal Revenue Service
Contact Information

What Needs to be Done

Social Security office
Contact Information

What Needs to be Done

Pension or retirement plans
Contact Information

What Needs to be Done

Department of Veterans Affairs
Contact Information

What Needs to be Done

Investment companies
Contact Information

What Needs to be Done

Mortgage companies
Contact Information

What Needs to be Done

Credit card companies
Contact Information

What Needs to be Done

All other lenders
Contact Information

What Needs to be Done

Employer
Contact Information

What Needs to be Done

Faith or spiritual leader/organization
Contact Information

What Needs to be Done

Safety deposit box keys and box location

Location of other important items (such as jewelry)

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