Pre-Planning Checklist for Contact Information
Have a list of the following information with names, contact information,
and location of any pertinent documentation. Be sure to put this information
in a safe location and make sure an appropriate person knows where it
is.
Information For:________________________
Date: ____________ |
Done |
Attorney
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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CPA
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Doctor(s)
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Dentist
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Pharmacy
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Bank
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Insurance Agent
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Landlord
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Children
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Executor of the will
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Anyone named in the will
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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Other
| Name: |
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| Address: |
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| Phone: |
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| Remarks: |
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