“If something happens to me” packet

What your family needs. One printout.

Nothing is saved or sent. Print before you close. No passwords here, just where to find them.

About me

Full name

Date of birth

Home address

People to contact first

Family and close friends (name, phone, relationship)

Lawyer, accountant, financial advisor

Doctor and medical notes

Allergies, medications, conditions.

Money

Bank and credit card accounts (bank name, type, last 4 digits)

Retirement and investment accounts

Loans and mortgage (lender, how to pay)

Home and bills

Regular bills and how they’re paid

Autopay or manual, which account.

Home details: mortgage or lease, landlord, utilities

Subscriptions to cancel

Insurance and documents

Insurance policies (life, health, home, car): company and policy number

Where important documents are kept

Will, deeds, titles, passports, birth certificates.

Will or trust, and who has a copy

Digital life

Where to find passwords

For example a password manager and who has emergency access.

Phone and computer access

Email and social media wishes

Care and wishes

Children, pets and dependents: who should care for them

Personal wishes and notes

Choose “Save as PDF” to keep a copy. Not a will or legal document.

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