Important people

Start with facts: family, trusted contacts, advisors, and sensitive relationship details that may affect whether attorney review is needed.

Helpful progress

0 of 5 answers saved

Conflict notes do not block progress. They help route the packet to careful review instead of pretending every family is simple.

Spouse or partnerCurrent spouse, partner, prior marriages, or widowed/divorced status.Children and dependentsAdult children, children from prior relationships, stepchildren, adopted children, deceased children, or dependents.Trusted contactsPeople who should know where documents are or who can help during an emergency.Doctors, attorney, CPA, or financial advisorNames and contact notes for professionals the family may need.Family conflict or special concernsBlended family, estrangement, addiction, disability, benefits, or anyone likely to object.

Plan owner privately confirmedThe plan owner reviewed the family and trusted-contact list.

Continue to decision-makers