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Family Emergency Kit

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Immediate Action Checklist

For the surviving family member - check off as you complete each step:

Section 1: Who to Contact in an Emergency

Primary Emergency Contact

Attorney

Financial Advisor

Insurance Agent

Employer HR Department

Primary Care Doctor

Section 2: Important Accounts Checklist

Check the accounts that need to be addressed:

Section 3: Document Locations

Note where important documents can be found:

Section 4: Important Dates & Deadlines

Recurring dates the family needs to remember:

Section 5: Utilities & Subscriptions

Monthly services and how to manage them:

Section 6: Important Notes

Additional information your family should know:

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