Say It Last®
HANDLED. DECIDED. SAFE.
Sample • For Illustration
My Trusted Contact Information Report
A clear place to start, prepared by Evelyn Parker for her Trusted Contact.
This is a read-only preview. No trigger has been activated, and no information has been sent.
Sample report shown for illustration. Your actual report will look different.
01 Start Here
First call: Laura Parker, daughter and Trusted Contact — (404) 555-0184.
Check on Charlie: Charlie is my 12-year-old beagle. His care instructions are on page 2.
Find the blue binder: It is in the top drawer of the home-office filing cabinet. It contains my will, advance directive, insurance information, and funeral-home paperwork.
02 People to Contact
James Parker
Brother • (770) 555-0132
Call after Laura has been reached.
Anita Brooks
Neighbor • (678) 555-0166
Has a spare house key and knows Charlie.
Helen Morris
Estate attorney • (404) 555-0107
Morris & Lane, Marietta.
Dr. Samuel Green
Primary care • (770) 555-0119
Northside Family Practice.
Say It Last®
TRUSTED CONTACT INFORMATION REPORT
Sample • For Illustration
03 Charlie’s Care
Preferred caregiver: Laura should take Charlie. If Laura cannot, call Anita Brooks next door.
Food: One cup of senior dry food at 8 AM and 5 PM. Food is in the kitchen pantry.
Medication: One joint chew with breakfast. The bottle is beside his food container.
Veterinarian: Westbrook Animal Clinic — (770) 555-0198.
Comfort: He sleeps in the blue bed beside my bedroom dresser and gets nervous during storms.
04 Home & Important Documents
House access: Anita has a spare key. The garage remote is clipped inside the hall closet.
Alarm: Instructions are in a sealed envelope inside the blue binder. Call SafeHome at (800) 555-0144 to transfer or cancel service.
Documents: Original will, power of attorney, advance directive, insurance policies, deed copy, and vehicle title are in the blue binder.
Safe-deposit box: The bank name and authorized-access instructions are in the attorney section of the binder. No key or account number is included in this report.
05 Bills, Accounts & Services
Monthly household bills: Mortgage, electric, gas, water, mobile phone, internet, and homeowners insurance are set to automatic payment.
Subscriptions to review: Streaming services, newspaper delivery, gym membership, cloud storage, and two charitable monthly gifts.
Financial contact: Dana Ellis, financial adviser — (404) 555-0171. Laura is authorized to contact the office for next steps.
Important: Full account numbers, passwords, and Social Security information are not shown here. Use the blue binder and the named professionals for secure access.
Say It Last®
TRUSTED CONTACT INFORMATION REPORT
Sample • For Illustration
06 Final Wishes
Arrangement: I prefer cremation and a small gathering with family and close friends. Please do not feel obligated to hold a formal service.
Music: Play “What a Wonderful World” and one song that makes everyone laugh. No long speeches are necessary.
Ashes: Place half in the family memorial garden. Laura may choose a meaningful place for the remainder.
Obituary: Keep it warm and simple. Mention my family, Charlie, my years teaching second grade, and my love of gardening.
07 Personal Notes
“Please take care of Charlie, be patient with each other, and do not worry about making everything perfect. I made these choices so you would have fewer guesses and more time together.”
08 What Is Not Included
This report gives guidance and locations. It does not replace a will, power of attorney, medical directive, or advice from an attorney, physician, financial professional, or funeral provider.
Passwords, full financial account numbers, Social Security numbers, and other high-risk credentials are intentionally not displayed in this public sample.
Sample notice: Evelyn Parker, Laura Parker, Charlie, all phone numbers, businesses, and instructions shown in this preview are fictional and are provided only to demonstrate how a Trusted Contact report may be organized.
Handled. Decided. Safe.