Get ready for a family visit
Print one sheet before your family visits. Choose what you want to show them about your papers, people, accounts, and wishes.
What I want my family to know
Check off what you choose to cover together.
Cut along the dashed lines. Never write passwords or account numbers on a card.
Papers
- □ Show them where my papers are
- □ Point out where the originals are kept
- □ Say who has a copy of my list
People
- □ Tell them who I chose to speak for me
- □ Introduce my backup contact
- □ Share who to call about the house
Phone and accounts
- □ Show which official account settings I reviewed
- □ Ask who wants a copy of the Legacy Contact key
- □ Point out where my account list is kept
Wishes
- □ Tell them what matters most to me
- □ Show where my personal letter is kept
- □ Choose a time to check in again
- ChoosePick what to cover
- PrintOne sheet for the visit
- TalkGo at your own pace
Good to know
Do I need to cover every item?
No. Choose a few that fit your visit. Leave the rest for another time.
What should I leave off the sheet?
Passwords, PINs, and account numbers. Say where information is kept and who to call.
Can I use this outside the holidays?
Yes. It works for any family visit or a phone conversation.
This guide is general information, not legal advice. Something wrong here? Tell us.