Personal Affairs Worksheet
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
Safe, lock combinations
Location of other important items (such as jewelry)
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