Social Security numbers

Birth Certificates

Passport/citizen papers

Driver’s license/organ donor card (if appropriate)

Marriage certificate or divorce decrees

Military service records

Key professional contacts (financial advisers, accountants, attorneys)

Inventory of “digital assets” (computer and digital devices, social media, including usernames and passwords)

Contacts for family/friends and organizations to be notified in event of incapacity or death

Sets of keys for household, cars, personal files, safety deposit boxes

Elder law attorney contact information

Last Will & Testament (original copy)

Durable Power of Attorney

Health Care Proxy

Living Will and if applicable, MOLST (Medical Orders for Life-Sustaining Treatment)

Trust documents (if applicable)

Odds-and-ends folder (what to do with pets; personal property such as jewelry, antiques, family heirlooms and collections)

List of all financial accounts (including account number, location, PIN numbers and log-in information used for online accounts)

Bank accounts (checking, saving, safety deposit box with location of key)

Credit and debit cards

Investment and Retirement assets (brokerage account, pension, IRAs, stock certificates and savings bonds)

VA benefits (if applicable)

Housing documents

Deeds

Mortgage documents

Homeowner’s insurance

Insurance

Life (including agent contact and up-to-date beneficiary designations)

Auto (and loan or lease agreement, if applicable)

Disability (if applicable)

Long-term care (if applicable)

Sources of retirement income

Social Security

Pensions

Retirement accounts

VA benefits (if applicable)

List of monthly bills

Utilities

Insurance

Mortgage/loans

Food

Credit Cards

Household maintenance

Entertainment

Health care providers

Primary Doctor

Dentist

Optometrist/ophthalmologist

Other specialists

Health Insurance

Medicare Part A and B (or C)

Medicare Part B Supplemental (if applicable)

Medicare Part D

Medicaid (if applicable)

Medical conditions

Allergies

List of medications

Treatments

Major operations

Immunizations

Pharmacy contact