AProfessional Advisors
Who Do You Call?
Every Crew Knows the Call List
Brooks Stahlnecker
"In the firehouse, the call list was posted on the wall where everybody could see it. Who's the chief, who handles the rigs, who you call for a hazmat situation. You didn't go hunting for a phone number while the building was burning. The list was made before the emergency, on purpose."
"Your family needs that same list. If something happened to you, would they know to call your attorney? Your financial advisor? Your accountant? Would they even have the numbers? Most families have these relationships scattered across one person's memory — and that person is exactly who might not be available when it counts."
This module builds your key contacts roster — the professionals and decision-makers your family would need to reach, all in one place. We'll also clarify who holds important roles, like your executor and power of attorney.
The call list is made before the alarm — never during.
Who Belongs on the List
Your Professional Roster
Two kinds of people belong here: the professionals you pay, and the people you've named to act. Tap each card.
The experts who know your situation: financial advisor, attorney, accountant or CPA, insurance agent, and banker. Each holds a piece of the puzzle. Your family should be able to reach every one of them — by name and number — without digging through old emails.
The people you've legally empowered to act: your executor (carries out your will), your financial power of attorney (handles money if you can't), and your healthcare proxy (makes medical decisions). These are roles, not just contacts — and the people in them should know they hold them.
The human layer: close family, a trusted friend, doctors, and anyone who'd need to be notified quickly. Also note any employer or HR contact — survivor benefits and final pay often run through them. These are the people who hold things together emotionally and practically.
Your Workbook
Build Your Contact List
Fill in the names and how to reach each. Saves automatically and privately on this device.
BNamed Decision-Makers
CPersonal & Emergency
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Think Fast
The Drill
One call.
What Would You Do?
You've named your oldest child as your executor and your power of attorney. You finished the paperwork with your attorney, filed it in your safe, and figured you'd mention it "sometime." Is that enough?
Hands-On Drill
Roster Checklist
Check off each once it's documented and reachable. Open boxes are gaps to fill.
- Financial advisor listedName and current contact info
- Attorney listedThe one who holds your estate documents
- Accountant / CPA listedWho handles or knows your taxes
- Executor & POA namedAnd they know they hold the role
- Healthcare proxy namedAnd aware of your wishes
- The list is shareableA trusted person knows where to find it
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Brooks Stahlnecker
"Don't just name people — introduce them to each other where it makes sense. When your executor already knows your attorney and your advisor, the machine runs smoothly. When they're all strangers meeting for the first time during a crisis, everything slows down. A few introductions now save your family weeks later."
Knowledge Check
Run the Contacts Drill
1. Your executor is the person who:
The executor settles your estate per your will. A healthcare proxy handles medical decisions; a POA handles finances during incapacity — three different roles.
2. Naming someone as your power of attorney isn't complete until:
A named role only works if the person is informed and prepared. Tell them, and show them where everything lives.
3. Why include your employer or HR contact on the list?
Workplace survivor benefits, life insurance, and final compensation frequently route through HR — easy to overlook, valuable to capture.
4. The core idea of this module is to build the call list:
Like the firehouse call list on the wall, it's made in advance, on purpose — so it's ready the moment it's needed.
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✍️ Your Drill Notes
Who's the one key contact you're missing or out of date on — and who needs to be told they hold a role like executor or proxy?
The Call List Is Posted
Your family knows who to call and who holds each role. Next, we locate the documents those people will need.
Make the list before the alarm. — Let's Start the Conversation.