✓ Estate Organization Checklist
If Something Happens to Me: Emergency Roadmap
An emergency roadmap for the people I trust
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. This roadmap is not legal, medical, tax, financial, or emergency services advice.
1. Start With These People
My primary emergency contact
Name
Relationship
Phone
Email
My alternate emergency contact
Name
Relationship
Phone
Email
The person handling my financial affairs, if authorized
Name
Relationship
Phone
Email
Relevant documents located at
The person handling health-care decisions, if authorized
Name
Relationship
Phone
Email
Relevant documents located at
My personal representative/executor
Name
Relationship
Phone
Email
Original will located at
My trustee or successor trustee, if applicable
Name
Relationship
Phone
Email
Trust documents located at
2. My Most Important Professional Contacts
Estate-planning attorney
Name
Firm
Phone
Email
Accountant or tax professional
Name
Firm
Phone
Email
Financial adviser
Name
Firm
Phone
Email
Insurance contact
Name
Company/agency
Phone
Primary physician
Name
Practice
Phone
Clergy or spiritual contact, if applicable
Name
Organization/congregation
Phone
3. Where My Important Documents Are
Estate documents
Original will
Trust documents
Financial power of attorney
Health-care documents
Other estate documents
Personal records
Birth/marriage/family records
Military records
Passport/identification records
Other important records
Financial records
Banking information
Investment information
Retirement information
Pension/annuity information
Business records
Insurance records
Life insurance
Health/Medicare information
Long-term care insurance
Property/auto insurance
Property records
Real-estate records
Vehicle titles
Safe-deposit box information
Other valuable-property records
4. My Estate Organization System
My detailed records are organized using the following
Complete estate records located at
5. What Needs Attention Right Away
My home
Primary residence
Mortgage/servicer information located at
Utilities information located at
Home security information located at
Trusted neighbor/local contact
Phone
My pets
If I have pets
Person to contact immediately
Phone
Veterinarian
Phone
Food/medications/care instructions located at
Medications and immediate health information
Current medication list located at
Health insurance information located at
Pharmacy
Phone
Important medical information located at
Pay particular attention to
Detailed information located at
6. If I Am Hospitalized or Incapacitated
If I cannot manage my affairs myself, begin by locating
7. If I Have Died
Start here
Then identify
8. My Final Wishes
The person most familiar with my wishes is
Name
Phone
I have prepaid or prearranged funeral/cemetery services
If yes
Provider
Records located at
9. My Digital Life
I use a password manager
Password manager/service, if appropriate to identify
10. Safe-Deposit Boxes, Safes and Secure Storage
I use the following
General location/institution
Access information or instructions located at
11. People Who Know How Things Work
My estate plan
My finances
My taxes
My investments
My insurance
My medical information
My home/property
My business
My digital information
My pets
My final wishes
12. Things You Might Not Know About
13. Please Don’t Forget
The 10-Minute Test
Without asking you any questions, could they determine
Review Information
I completed this roadmap on
I last reviewed it on
The person who knows where it is
Their phone number
Notes and follow up
Item or next stepPerson or date