* For best results, this worksheet is intended to be printed from a desktop or laptop computer.
This worksheet is for the individual the planning applies to (yourself or the loved one you are preparing for).
Complete only what is relevant. You may leave sections blank and update over time.
Full Legal Name:
Date of Birth:
Place of Birth:
Government Identification (type + issuing country):
Current Address:
Primary Phone Number:
Primary Email Address:
Primary Contact (Decision-Maker)
Name: _______________________________
Relationship: ________________________
Phone: ______________________________
Email: ______________________________
Secondary Contact (Backup)
Name: _______________________________
Relationship: ________________________
Phone: ______________________________
Email: ______________________________
Professional Contacts (if applicable)
Executor / Lawyer / Accountant / Physician:
Name: _______________________________
Role: _______________________________
Phone: ______________________________
Email: ______________________________
Do not attach documents here. Record where they are stored and how authorized access can be obtained.
Access details (passwords, codes) should be stored securely elsewhere.
Document Physical Location Digital Location How Access Is Obtained
Will
Power of Attorney
Insurance Policies
Property / Lease
Identification
Other
(Do not include balances or passwords)
Account Type Institution / Provider Where Details Are Stored
Bank
Credit Card
Insurance
Subscription / Recurring
Other
Primary Email Accounts:
Important Online Platforms / Services:
Password Manager Used? ☐ Yes ☐ No
If yes, where access instructions are stored:
Use this space for brief, factual notes only.
Examples:
Who should be informed first
How information should be shared
Any instructions that prevent misunderstanding
List anything that should not be overlooked, discarded, or mishandled.
Where this worksheet is stored:
Last updated on:
Suggested next review:
* Important Reminder
This worksheet:
- Does not require completion in one sitting
- Does not replace legal documents
- Should be stored in a secure, private location
Incomplete preparation is still preparation.