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Coping with Advanced Cancer

  • Posted: 01/05/2012

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Personal Affairs Worksheet

By filling out this worksheet, you can help family members deal with your personal affairs after you're gone. Be sure to let your loved ones know about this list. It will help them cope with your death and find comfort in knowing your needs and wishes were met. Try to keep it updated and in a safe place. Make sure that only those you trust have access to it.

Banks, savings and loans
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What Needs to be Done












Life insurance company
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What Needs to be Done












Health insurance company
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What Needs to be Done












Disability insurance company
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What Needs to be Done












Homeowners' or renters' insurance company
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What Needs to be Done












Burial insurance company
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What Needs to be Done












Unions and fraternal organizations
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What Needs to be Done












Attorney
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What Needs to be Done












Accountant
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What Needs to be Done












Executor of the estate
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What Needs to be Done












Internal Revenue Service
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What Needs to be Done












Social Security office
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What Needs to be Done












Pension or retirement plans
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What Needs to be Done












Department of Veterans Affairs
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What Needs to be Done












Investment companies
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What Needs to be Done












Mortgage companies
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What Needs to be Done












Credit card companies
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What Needs to be Done












All other lenders
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What Needs to be Done












Employer
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What Needs to be Done












Faith or spiritual leader/organization
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What Needs to be Done












Safety deposit box keys and box location






















Safe, lock combinations




















Location of other important items (such as jewelry)