• Make sure your loved ones don't have to scramble around looking for the information, and no-one important to the process is missed out.
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Progress

I've added contact details I know now

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I've filled in all the gaps

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Key Takeaways

  • The list is longer than you think - be a pilot - use the checklist so nothing is missed
  • You will save your loved ones an immense amount of stress by doing this

Resources

Contact Checklist

(some of these we'll cover later in the course, such as digital executor - leave blank for now until you reach that part)


Key contacts

  • Immediate next of kin
  • Healthcare attorney
  • Financial attorney
  • Executor
  • Digital executor
  • Funeral celebrant
  • Family and friends you’d want immediately notified

Everyone else

Family

  • Parents, siblings, children
  • Other relations
  • Ex-partners
  • In-laws

Workplace

  • Supervisor
  • Business partners
  • Co-workers
  • Clients

Professional

  • Doctor
  • Dentist / other healthcare providers
  • Therapist
  • Coach
  • Accountant
  • Financial Advisor
  • Insurance company/agent
  • Lawyer

Community

  • Church
  • Voluntary services
  • Unions
  • Professional interest groups
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