The space in the boxes may not be sufficient for you to list all account numbers, pins, access codes, passwords, etc. Use this as a guide to know where the documents can be found. Detail on a separate piece of paper or in a notebook all pertinent information. Be as comprehensive as you can in listing all items under each category. It is also important to keep original documents in a fireproof vault. Make photocopies of these important documents, keeping them in a fireproof safe box at home so that you will have them as you need them.

DOCUMENT	LOCATION:
Birth Certificate	:
Citizenship Papers	:
Passport	:
Driver's License(s)	:
Social Security Card	:
Medicare Card	:
Medical Assistance Card	:
LTC - Long Term Care Insurance	:
Home Care Insurance	:
Health Insurance Policy & Card	:
Cancer Insurance Policy Or Special Insurances	:
Disability Insurance Card	:
Safe Deposit Box (Key(s) Name & Address Of Bank	:
Checkbook & Account# Name & Address Of Bank	:
Banking By Phone, Pin & Account Numbers, Online Banking, Computer	:
Electronic Fund Transfer Accounts (ETA)	:
All Automatic Bill Payment Information	:
Savings Or Money Market Book Name & Address Of Bank	:
Certificates For CD's, Stocks, Treasury Notes, Bonds, Mutual Funds, IRA's, 401K's	:
Annuities	:
Life Insurance Policies-Name, Policy #'s & Address & Names Of Beneficiaries	:
Personal Properties-Jewlery, Boats, Furniture, Etc.	:
Loans, Debts, Credit Cards, Debit Cards, Loan Installment Accounts, All Charge Accounts	:
Business Banking Information & Loans	:
Credit Union Information	:
Foreign Bank Accounts & Holdings	:
Cash, Traveler's Checks	:
Home Insurance Policy- Name, Policy #'s & Address	:
Income Tax Returns	:
Will, Special Bequests	:
Living Will-Advanced Directives	:
Durable Power Of Attorney For Health Care	:
Durable Power Of Attorney	:
Health Care Directives	:
Pension & Retirement Fund Information	:
Marriage License	:
Divorce / Separation Decrees	:
Mililtary Records	:
Property Deeds & Titles	:
Mortgage	:
Outstanding Lien Against Property(s) Information And Paid Liens Against Property(s)	:
All Auto Titles / Registration	:
Auto Insurance Policy(s)	:
Letter Of Instructions In Case Of Death, Beneficiaries, Etc.	:
Funeral Instructions & Funeral Insurance	:
Burial Property Certificate	:
Websites, Voice Mail, Email Addresses, Cash Station, Property	:
Home Safe	:
Business Safe	:
Trust Funds	:
Donor Arangements	:
Autopsy Arangements	:
Real Estate Investment Insurance Policy	:
Renter's Insurance Policy	:
Business Insurance Policies	:
Liability Insurance Policies	:
Club Memberships & Cards & Organization Memberships	:
Personal Contracts & Agreements	:
Medical History	:
Adoption Papers	:
Schools Diplomas, Records & Degrees	:
Dependents	:
Grown Children No Longer Dependents	:
Home Inventory- Fixtures, Furniture, Applicances, Equipment	:
Personal Valuables Inventory - Jewelry, Art, Collections, Clothes, Mementos, Antiques	:
Address Books	:
Business Inventories	:
All Warranties	:
Other	: