Getting affairs in order worksheet 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part I by entering your name and emergency contacts. Fill in the names, telephone numbers, addresses, and email addresses for two emergency contacts.
3. Next, provide details about secure locations for important documents. Include banking institutions, safety deposit box information, and home safe details.
4. Move on to listing utility/service providers. For each provider (water, electricity, etc.), enter the company name, address, phone number, account number, and bill due date.
5. In Part II, start with your personal information including your date of birth and social security number. Document your employment history and spouse's information as required.
6. Continue filling out sections for insurance policies and liabilities. Ensure you include contact information for agents and detailed account information.
7. Finally, list any irreplaceable items along with their locations. This ensures that important documents are easily accessible when needed.

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