Emergency Contacts & Decision-Maker Planner — Who to Call, Who Handles What & Who Has Authority

In a crisis, the first question is always: who do we call? The second is: who handles what? This planner helps you answer both before you’re in the middle of one — organizing your emergency contacts, defining responsibilities and identifying backup people so your family has clarity instead of confusion when it matters most.

WHAT THIS HELPS YOU DO

Create an organized, actionable reference for who should be notified in an emergency, who is responsible for specific areas of your life, who serves as backup and where information about formal decision-making authority can be found. This planner does not grant legal, financial or medical authority to anyone named in it — that requires appropriate legal documents.

WHAT'S INSIDE

• Primary emergency contacts by category (family, medical, financial, legal)
• Responsibility assignment: who handles what area if you’re unavailable
• Backup contact and alternates for each key role
• Notes on where formal authority documents are located (POA, healthcare proxy, etc.)
• Professional contacts: attorney, accountant, financial advisor, insurance agent
• Notification order and communication preferences
• Important context and special instructions for those stepping in

WHO THIS IS FOR

Anyone who wants the people in their life to have a clear, organized starting point in an emergency. Especially useful for those managing complex households, caring for aging parents, running a small business or anyone who knows that an unexpected absence would leave others uncertain about who to call and what to do.

HOW TO USE IT

Download the PDF and work through each section. Be specific about roles, responsibilities and where authoritative documents are stored. Share completed sections with the people who need them and let trusted contacts know the plan exists. Review and update after any significant life or relationship change.

WHAT YOU'LL GET

• Instant digital download — PDF format
• Organized by contact type and responsibility area
• Covers emergency contacts, decision-making roles, backups and professional advisors
• Includes space for notes, context and special instructions

IMPORTANT TO KNOW

This planner is an organizational reference tool. Naming someone as a contact or assigning them a responsibility in this document does not grant them legal, financial or medical authority. For formal authority arrangements — such as a power of attorney or healthcare proxy — consult a qualified attorney.

DIGITAL DELIVERY

After purchase, you will receive a secure download link by email. This is a digital product — no physical item will be shipped.

Who to call. Who handles what. Who has the information. Get it organized now, so your family isn’t figuring it out under pressure.