✓ Estate Organization Checklist
Important People & Contacts
Make sure the right people can find each other
Use this printable roadmap to identify what applies, note where records are kept, and flag items needing follow-up. Avoid writing passwords, PINs, full account numbers, or other sensitive access information here.
Important: For educational and organizational purposes only. Keep sensitive personal and account information safe.
1. Immediate Family and Emergency Contacts
For each important contact, maintain
Primary emergency contact
Name
Relationship
Phone
Email
Alternate emergency contact
Name
Relationship
Phone
Email
2. Personal Representative or Executor
Primary
Alternate
Original will located at
3. Trustee and Successor Trustee
Current trustee
Successor trustee
Trust documents located at
4. Financial Power of Attorney Agent
Primary financial agent
Successor
Document located at
5. Health-Care Decision Maker
Primary
Alternate
Health-care documents located at
6. Estate-Planning Attorney
If you’ve worked with an estate-planning attorney, record
Attorney
Firm
Phone
Email
Documents or matters handled
7. Accountant or Tax Professional
Record
Name
Firm
Phone
Email
Types of returns or matters handled
Tax records located at
8. Financial Adviser and Investment Contacts
For each, identify
Primary financial contact
Firm
Phone
Email
9. Insurance Contacts
Primary insurance contact
Company/agency
Phone
Email
10. Physicians and Health-Care Providers
For each significant provider, identify
Primary physician
Name
Practice
Phone
Primary pharmacy
Pharmacy
Location
Phone
11. Clergy, Spiritual Adviser or Faith Community
Name
Organization/congregation
Phone
Email
12. Employer and Benefits Contacts
Employer
Primary contact
Department/role
Phone
Email
13. Business Contacts
Ask yourself
Name
Role
Phone
Email
14. Home and Property Contacts
15. Pet Contacts
Immediate pet contact
Name
Relationship
Phone
Veterinarian
Clinic
Phone
16. Trusted Neighbors and Local Contacts
Consider identifying
Local contact
Phone
17. Other People Who Should Be Notified
For example
Person who can contact extended family
Person who can contact friends
Person who can contact my faith community
Person who can contact professional colleagues
The “Who Knows What?” Map
Complete as many of these as apply
My estate plan
My finances
My taxes
My investments
My insurance
My medical information
My medications
My business
My home/property
My digital information
My pets
My funeral/final wishes
My family history and personal wishes