Steps To Take / People To Contact
Exactly who to call and their phone number when preparing for, and in the event of, a death. Work through each group below, add the people to contact, mark each step off as you complete it, and reorder so the next call is always at the top.
Printable contact sheet
Immediate Family & Close Friends
| Name | Phone | Notes | |
|---|---|---|---|
Legal & Financial
| Role | Name | Phone | Notes | |
|---|---|---|---|---|
| Executor of estate | ||||
| Attorney | ||||
| Banker / Financial advisor | ||||
| Insurance agent |
Medical & Care
| Role | Name | Phone | Notes | |
|---|---|---|---|---|
| Primary doctor | ||||
| Hospice / Palliative care | ||||
| Pharmacy |
Funeral & Cemetery
| Role | Name | Phone | Notes | |
|---|---|---|---|---|
| Funeral home | ||||
| Cemetery | ||||
| Clergy / Church |
Other
| Name | Phone | Notes | |
|---|---|---|---|
My contact list
No contacts yet. Use the buttons below to add the first person to any group.
Tip: in your browser's print dialog, choose "Save as PDF" to download a blank copy. Keep the printed sheet with your other end-of-life documents.