Personal Affairs Sheet

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Personal Affairs Tracker
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 Contact Information
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What needs to be done?
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Life insurance Company Contact Information
_______________________________________________________________________________________________
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_______________________________________________________________________________________________
What needs to be done?
_______________________________________________________________________________________________
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Parent category: Business