Gallery
Table of Contents
Final Affairs Documents – Quick overview of your final wishes and key information
- Final Affairs Summary Sheet
- Final Contact Sheet
- Letters to Family Members
- Burial/Cremation Plans
- Do Not Resuscitate (DNR)
- Durable Power of Attorney
- Long-Term Care Information (include copy of insurance policy)
Primary & Personal Information – Identify documents proving your identity and personal status
- Primary Information Sheet
- Legal Name Change Documents
- Social Security Card and Recent Statement
- Birth Certificate
- Marriage/Civil Partnership Certificate
- Divorce Decree
- Driver’s License, State ID, Military ID (duplicate for convenience) (also on Final Affairs Summary Sheet)
Estate Planning Documents – Keep all legal documents detailing your estate plan in one place.
- Last Will and Testament
- Trust Documents
- Durable Power of Attorney (duplicate for convenience) (also under Final Affairs Summary Tab)
- Living Will/Advance Health Care Directive
- Trust and Estate Attorney Information
Financial – Centralized location for all financial, credit card accounts, and payments
- Banking Information Sheet - Checking, Savings Account and Safe Deposit Box Information
- Credit Card Information
- Loan Information
- Investments Information (stocks, bonds, mutual funds)
- Retirement Accounts (401k, IRA, pensions)
- Tax Preparer Information
- Financial Advisor Contact Information
- Automatic Payments Information
- Manual Payments/Bill Pay List
Insurance and Subscriptions: Centralized location for all policy and subscription details
- Life Insurance Policies
- Vehicle Insurance Policies
- Homeowners or Renters Insurance Policies
- Long-Term Care Insurance Policy (duplicate for convenience) (also under Final Affairs Summary Tab)
- Medical Insurance Information
- Online Subscriptions
Property and Vehicle Information – Track ownership and maintenance details for all property and vehicles
- Property Information Sheet
- Property Deeds & Mortgage Documents
- Property Tax Statement
- Home Warranty Information
- Vehicle Titles
- Vehicle Warranty Information
- Vehicle Insurance Information (duplicate for convenience) (also under Insurance and Subscriptions Tab)
Business and License Information – For business owners or professionals with licensing needs.
- Business License(s)
- Permits or Certifications
- Business Insurance Policies
External Storage
- External Storage Locations (storage units)