When life’s transitions occur is when your organized papers really matter. Use this list for a reference to get your items in order. Remember, every family and every situation is different.
Legal
Will, Durable Power of Attorney
Medical Power of Attorney, Living Will/Directive to Physicians/HIPPA release form
Declaration of Guardian and Appointment of Agent to Control Disposition of Remains
Revocable Living Trust
Driver’s license
Safe Deposit Keys and Bank address
Social Security Cards
Birth Certificates, Marriage Certificate, Adoption papers, Divorce papers, Military discharge
Passports
Home
Copies of home and auto insurance, with Insurance Agent name and phone number
Home closing documents
Home Title, Car titles and other Vehicle Titles
Utilities phone numbers and account numbers
Medical
Medical and prescription insurance cards
Allergies
Prescription names and amounts
Doctors names and phone numbers
Financial
Bank names and account numbers
Name of financial advisor and phone number
Investment account numbers
Copy of taxes
Original life insurance policies
Loans and outstanding debts
Credit card copies
Credit reports
Royalties, Certificates of Deposit, Stock Certificates, and other investments
Emergency Contacts
Family and Friends
Home helpers and neighbors that have access to your home
“To be contacted” in case of death or illness
Miscellaneous
Passwords to all online accounts
Burial policies, Pre-paid funeral arrangements