Getting your affairs in order is not a solo act, even for the most independent among us, and this worksheet helps you see, on one page, who's around you and for what. Draw four rings, one inside the next, and place names in each.
The center: you. Your information, your wishes, your authority. Everything radiates from here, and nothing overrides your judgment while you can exercise it.
The first ring: your trusted few. The one, two, or three people who'd step in first, your proxy, your executor, the key-holder who knows where things are. Write their names, and beside each, the role they hold and what they know. If a ring role is empty, a proxy you haven't named, a key-holder you haven't chosen, that blank is one of your most important next decisions.
The second ring: your wider circle. Family and friends who'd be notified or involved but aren't the first responders, the relatives to call, the neighbor with a spare key, the friend who knows your wishes. They provide backup and continuity.
The third ring: your professionals and resources. Your attorney, insurance agent, doctor, financial contact, and community resources like a senior center, legal aid, or a place of worship. These are the people and organizations you route the specialized questions to, the ones this book keeps telling you to consult for anything specific to your situation and your location.
Fill in every ring you can. Two things will jump out: the roles you've left unfilled, which become your priorities, and, for many readers, a reassuring reminder that more support exists around you than the lonely-feeling task suggested. If your inner rings feel thin, that's exactly the signal to consider a professional for the trusted roles, an attorney or fiduciary can stand in the first ring for people who need it. No one has to do this alone, and this page proves it on paper.