When a crisis hits, the last thing you want is to scramble for phone numbers, policies, or legal documents. The Key People and Documents Worksheet keeps everything essential in one place—clear, organized, and ready when you or your loved ones need it most.
This worksheet helps you:
List and update your trusted advisors and healthcare providers
Record who holds legal roles such as Power of Attorney, Trustee, or Personal Representative
Track key financial accounts, insurance policies, and property interests
Provide a roadmap for family members or caregivers during emergencies or transitions
Instead of scattered files or forgotten details, this tool gives you a single reference point that brings peace of mind and ensures nothing is overlooked. A small step today can spare your family stress, confusion, and costly mistakes tomorrow.
When a crisis hits, the last thing you want is to scramble for phone numbers, policies, or legal documents. The Key People and Documents Worksheet keeps everything essential in one place—clear, organized, and ready when you or your loved ones need it most.
This worksheet helps you:
List and update your trusted advisors and healthcare providers
Record who holds legal roles such as Power of Attorney, Trustee, or Personal Representative
Track key financial accounts, insurance policies, and property interests
Provide a roadmap for family members or caregivers during emergencies or transitions
Instead of scattered files or forgotten details, this tool gives you a single reference point that brings peace of mind and ensures nothing is overlooked. A small step today can spare your family stress, confusion, and costly mistakes tomorrow.