Organize personal and professional contacts

Plan for the Future

A full list of people who may be contacted for assistance with finalizing your affairs and estate administration should be created to help family members or an Executor.

Most common personal contacts are family members, pastors/religious leaders, and friends of the deceased.

Make sure you have a phone and email directory of people you would like to be informed in the event of your death - focus on people who your family or Executor may not be familiar with. Examples include attorneys, financial planners, and retirement plan management companies.

Don’t forget to include social organizations in which your loved ones may not know you’re active.

Update emergency contacts at work and other places.

Make a list of personal and professional contacts for relationships with the following people:

Medical

  • Physicians
  • Mental health provider
  • Dentist
  • Veterinarians
  • Pharmacists
  • Social Worker

Finance

  • Accountant
  • Financial Planner
  • Insurance Providers
  • Investment Manager

Legal

  • Personal Attorney
  • Financial advisors
  • Corporate
  • Estate Planning

Everyday Services

  • Garbage
  • Cleaning
  • Landscaping / gardening
  • Plumber

Lightbulb_Icon.svgGood to Know These service providers might be needed during probate or if you become incapacitated. If you appoint someone else as your power of attorney agent, they may need to collaborate with these service providers to assist with your affairs.

Typically, a personal address book, or spreadsheet is used to catalog all of this information.

A cell phone can also be used to create groups of contacts which may be easily found in case of emergency.


Plan for the Future