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
List of monthly bills
Utilities
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