I came that you may have life and have it to the full. — John 10:10
These documents should be organized and accessible. Using this list, put your portfolio of important papers in order for those who will use them at the end of your life or after your death. Make sure documents are clearly identified.
Last Will & Testament ● Attorney: name, address, phone, fax, email ● Location of the document ● Executor / Administrator: name, address, phone, fax, email ● Manner of disposal of personal effects and special possessions
Certificates ● Birth ● Baptism ● Marriage ● Divorce, if applicable ● Military service, if applicable Family History and Genealogy Education History Employment History Residence History Taxes ● Federal ● State ● Local ● Other Social Security Veterans Benefits, if applicable Insurances ● Health ● Life ● Automobile ● Property Credit / Debit / ATM Cards Safe Deposit Box ● Location of box ● Location of key ● Brief description of contents Investments Annuities Individual Retirement Accounts (IRAs) Pensions Bank Accounts ● Savings ● Certificates of Deposit ● Checking Automobile ● Title ● Vehicle Identification Number [VIN] ● License Number Loans Mortgage Real Estate Ownership Citizenship, if naturalized Passport Organizational Memberships Household Inventory Allied Service Personnel, for continuity of service ● Trades – plumber, electrician, heating, ventilating, air conditioning [HVAC], appliance repair, etc. ● Professional – physicians, dentist, hospital, veterinarian, accountant, financial advisor, banker, attorney, personal representative Funeral Planning ● Funeral home choice or preference ● Funeral home documents ● Parish choice or preference ● Funeral rites planning documents Burial Planning ● Cemetery choice or preference ● Burial space documents ● Memorialization choice ● Pre-payment of burial service fee (opening & closing), if applicable