General Documents
- Social Security Cards
- Birth / Marriage / Divorce Certificates
- Driver’s Licenses / Passport
- Adoption Papers
- Valuable Property Appraisal Inventory
- Safe Combination
- Safe Deposit Box Numbers / Location
- Pre-nuptial agreement
- Military Separation Papers
Insurance & Investment Documents
- IRAs and 401ks
- Non-Retirement Accounts
- Annuity Policies
- Bank CDs
- Checking and Savings Accounts
- Life Insurance Policies
- Disability Insurance Policies
- Health Insurance Identification Cards
- Umbrella Liabiltiy Policy
- Long Term Care Insurance
- Property and Casualty Insurance Policies
- Veteran's Administration Insurance Papers
- List of Account Benefices: Include Names, Relationship, Address, and Phone
Tax & Legal Documents
- Income Tax Returns
- Deferred Compensation Agreements
- Pension Plans
- Annuity Distribution Statements
- Promissory Notes for Debts Owed
- Trust Documents
- Will / Power of Attorney / Advance Directives for Health Care
- Motor Vehicle Title / Vehicle Note Statement
- Buy/Sell Partnership Agreement
- Mortgage Statement / Real Estate Deed
