List names and numbers for your lawyer, estate planner, accountant, and primary doctor.

Below is a comprehensive guide to creating your own "When I'm Gone" record, based on common themes found in popular planners like When I'm Gone: Practical Notes for Those You Leave Behind and What to Do When I'm Gone: A Mother's Wisdom to Her Daughter . 1. Essential Logistics & Contacts

A "When I'm Gone" guide (often called an ) is a practical and emotional gift for your loved ones. It centralizes everything they will need to handle after you pass, from bank accounts and passwords to funeral wishes and personal messages.

Provide a clear roadmap of who to call and where to find the most important papers.

Include basic details for your obituary, such as education, employment history, and awards. 2. Financial & Household Management

Losing someone is stressful enough without having to hunt for account numbers or maintenance schedules. When I'm Gone: Practical Notes For Those You Leave Behind

Specify the exact location of your will , birth certificate, social security card, and insurance policies.

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