Use this work sheet to note all of the people who need to be notified in case something happens to you. Divulge its whereabouts to the executor of your estate and the person who will take care of your financial affairs if you become disabled. In fact, because it doesn’t contain sensitive account information, you can put it in the top drawer of your desk, where people are most apt to look.

Children



Name:

Phone number:

Address:

Name:

Phone number:

Address:

Name:

Phone number:

Address:

Other family members



Name:

Phone number:

Address:

Name:

Phone number:

Address:

Financial advisers, agents and brokers



Name:

Phone number:

Address:

Name:

Phone number:

Address:

Name:

Phone number:

Address:

Name:

Phone number:

Address:

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