Keeping Track of Important People and Information

Unbiased financial information provided by Financial Wisdom.

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 become 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

• Location: _______________________________
• Contact: _______________________________

Durable power of attorney for finances

• Location: _______________________________
• Contact: _______________________________

Medical directives

• Location: _______________________________
• Contact: _______________________________

Trust documents

• Location: _______________________________
• Contact: _______________________________

Insurance policies

• Location: _______________________________
• Contact: _______________________________

Income tax returns

• Location: _______________________________
• Contact: _______________________________

Investment records

• Location: _______________________________
• Contact: _______________________________

Retirement plan documents

• Location: _______________________________
• Contact: _______________________________

Real estate deeds & mortgages

• Location: _______________________________
• Contact: _______________________________

Funeral arrangements

• Location: _______________________________
• Contact: _______________________________

Passports

• Location: _______________________________
• Contact: _______________________________

Divorce or custodial papers

• Location: _______________________________
• Contact: _______________________________

Safe deposit box

• Location: _______________________________
• Contact: _______________________________

• Location: _______________________________
• Contact: _______________________________

Employment contracts

• Location: _______________________________
• Contact: _______________________________

Business agreements

• Location: _______________________________
• Contact: _______________________________

Personal Contacts

• Reference
• Person
• Phone Numbers

Doctor

• Name: _______________________________
• Phone Numbers: _______________________________

Life insurance agent

• Name: _______________________________
• Phone Numbers: _______________________________

Other insurance agents

• Name: _______________________________
• Phone Numbers: _______________________________

Attorney

• Name: _______________________________
• Phone Numbers: _______________________________

Estate executor

• Name: _______________________________
• Phone Numbers: _______________________________

Tax advisor

• Name: _______________________________
• Phone Numbers: _______________________________

Next of kin

• Name: _______________________________
• Phone Numbers: _______________________________

Investment advisor

• Name: _______________________________
• Phone Numbers: _______________________________

Personal banker

• Name: _______________________________
• Phone Numbers: _______________________________

Other family members

• Name: _______________________________
• Phone Numbers: _______________________________

Custodian for children

• Name: _______________________________
• Phone Numbers: _______________________________

Business associates

• Name: _______________________________
• Phone Numbers: _______________________________

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.