Resource guide
Important Documents & Contacts
You don't need to gather every paper today. The goal is simply that someone you trust knows where things are and who to call.
Four small steps
- 1
List your key contacts
Doctor, lawyer, accountant, insurance agent, close friends and neighbors.
- 2
Note where things are kept
The drawer, the safe, the filing cabinet — write down the location, not the contents.
- 3
Tell one trusted person
Let them know the binder exists and where to find it.
- 4
Review once a year
Pick an easy date, like a birthday, to make small updates.
Graceful Exit provides practical educational support and planning guidance. Our guides, printable tools, kits, and workshops are not formal legal, financial, or medical advice, and do not replace advice from a qualified professional about your individual circumstances.