Make things easier for the people you love
Families and friends don't always know your everyday living habits. Take an hour to write down what matters, and give them a gift that lasts.
What to gather
Print this page and keep it in a safe place your family knows about.
Important documents
Where your life insurance policy is kept. Bank accounts and investments. Safe deposit box details.
Household information
Utility providers and logins. Pet care instructions. Passwords, stored safely.
Medical information
Medications and allergies. Doctor contact information. Health history.
For your family: what to do first
When the time comes, this short list helps the people you love know where to start.
The first few days
Get several certified copies of the death certificate (banks, insurers and agencies each need one). Contact the funeral home. Let close family, friends and the employer know.
Call your insurance agent
Contact Kristy (Call or text 936-328-4714 · Office 936-377-2042) or Bridget (281-806-9420) to start the life insurance claim. Have the policy number ready, and know where the policy is kept.
Home, pets and belongings
Secure the house and vehicles. Make sure pets are cared for. Locate the will and the safe deposit box key.
Think about your wishes, too
Many families also choose to share their final wishes ahead of time so no one has to guess. A few options that people in and around Texas consider:
- Countryside Memorial Park: (512) 203-9739
- Green Cremation Service, Austin TX: 512-222-8000, cremation.green
- Recompose Green Funeral Home: 425-382-8971, recompose.life
- Pace Funeral Home, 200 FM 350 North, Livingston TX: pacefuneral.com
Checklist done? Make sure the money part is covered too
A quick conversation can show you whether your family would be financially protected. Free and no pressure.