Trusted Contact Checklist

Trusted Contact Checklist

What to do next, one calm step at a time.

When someone you love can no longer speak for themselves, it can be hard to know where to start. This checklist helps a Trusted Contact move forward with clarity, compassion, and less guessing.

First, this trusted contact checklist helps your loved ones know where to begin. Next, it gives them a simple way to review important instructions, contacts, accounts, pets, and decisions. Finally, it helps reduce confusion when guidance is needed most.

Clarity matters most in the first moments.

A Trusted Contact may need to make practical decisions quickly: who to call, where documents are located, what should happen with pets, and what wishes were already shared.

Say It Last is designed to give that person a clearer place to begin.

This page is for general information only. It is not legal, financial, medical, funeral, or professional advice. Always confirm requirements with the appropriate professional, provider, executor, attorney, or funeral director.
01

Immediate Actions

Start with the first people, places, and documents that may matter most.

Confirm who is leading: executor, family lead, or trusted decision maker.
Contact key people: close family, attorney, funeral provider, or care provider.
Locate core documents: will, power of attorney, advance directive, and funeral preferences.
02

Important Contacts

Identify the people who may need to be notified or asked for help.

Family contact: the person who can help notify others.
Estate attorney: law office, phone number, and next steps.
Doctor or care provider: provider name, office, and contact details.
03

Pets & Home

Make sure pets, property, and daily routines are not overlooked.

Veterinarian: clinic name, phone number, and pet records.
Pet routine: food, medication, walk schedule, and special needs.
Home access: keys, alarm, utilities, vehicles, mail, and property instructions.
04

Documents & Records

Reduce the search by knowing where important information may be found.

Key documents: safe, folder, attorney office, or secure cloud location.
Certificates: notes about death certificates and who may need copies.
Digital access: password manager or emergency access instructions.
05

Accounts & Ongoing Bills

Identify recurring items that may need review, transfer, pause, or cancellation.

Monthly bills: mortgage, rent, utilities, phone, insurance, and services.
Subscriptions: streaming, memberships, apps, storage, and recurring charges.
Financial notes: advisor contact or where account guidance is recorded.
06

Final Wishes

Preserve the personal guidance people often wish they had known.

Final wishes: burial, cremation, memorial, or obituary preferences.
Ashes or resting place: where ashes should be placed, scattered, kept, or who should decide.
Personal messages: notes for loved ones and what mattered most.

Built for the words people often say later.

“I wish I would have known.” Say It Last helps turn those unknowns into clear next steps, so a Trusted Contact has something better than guesses during a difficult moment.

See what a Trusted Contact receives.

The sample report shows how Say It Last organizes these details into one clear place when the trigger is activated.

View the Sample Report See the Toggle Demo