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.