People to Notify — Estate Notification List

Prepared by: _________________________ Date: _____________

Instructions: Print this sheet and store it in your fireproof safe. Keep a copy with your executor. Update whenever contact information changes. Your executor or surviving spouse should work through each section within the first week.

Immediate Family

Name	Relationship	Phone	Email	Notes
	Spouse / Partner
	Child
	Child
	Child
	Sibling
	Sibling
	Parent
	Parent

Extended Family

Name	Relationship	Phone	Email	Notes

Professional Advisors

Name / Firm	Role	Phone	Email	Notes
	Attorney / Estate
	Financial Advisor
	Accountant / CPA
	Life Insurance Agent
	Executor (if not family)

Employer / HR

Name / Department	Role	Phone	Email	Notes (pension, benefits)
	HR / Benefits
	Manager / Supervisor
	Pension Administrator

Friends, Clergy & Community

Name	Relationship	Phone	Email	Notes

Last updated: _________________ Stored in safe: ☐ Copy with executor: ☐