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When Someone You Love Has Advanced Cancer: Support for Caregivers

  • Posted: 01/10/2012

Personal Affairs Worksheet

You can help your friend or family member with cancer fill out this worksheet. This information may help you manage your loved one's personal affairs. Be sure to let other family members know about this list. It may help all of you cope with your loved one's death and find comfort. It may also be a source of comfort for your loved one, to know that his needs and wishes will be 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
Contact Information









What Needs to be Done












Life insurance company
Contact Information









What Needs to be Done












Health insurance company
Contact Information









What Needs to be Done












Disability insurance company
Contact Information










What Needs to be Done












Homeowners' or renters' insurance company
Contact Information










What Needs to be Done












Burial insurance company
Contact Information










What Needs to be Done












Unions and fraternal organizations
Contact Information










What Needs to be Done












Attorney
Contact Information










What Needs to be Done












Accountant
Contact Information










What Needs to be Done












Executor of the estate
Contact Information










What Needs to be Done












Internal Revenue Service
Contact Information










What Needs to be Done












Social Security office
Contact Information










What Needs to be Done












Pension or retirement plans
Contact Information










What Needs to be Done












Department of Veterans Affairs
Contact Information










What Needs to be Done












Investment companies
Contact Information










What Needs to be Done












Mortgage companies
Contact Information










What Needs to be Done












Credit card companies
Contact Information










What Needs to be Done












All other lenders
Contact Information










What Needs to be Done












Employer
Contact Information










What Needs to be Done












Faith or spiritual leader/organization
Contact Information










What Needs to be Done












Safety deposit box keys and box location






















Safe, lock combinations




















Location of other important items (such as jewelry)