Essential Documents Checklist

Immediate Documents Needed

Personal Identification

  • Death certificate (multiple copies)
  • Deceased's birth certificate
  • Social Security card
  • Driver's license/State ID
  • Marriage certificate (if applicable)
  • Divorce papers (if applicable)

Military Documents

  • DD Form 214 (discharge papers)
  • VA claim number
  • Military ID
  • Service records
  • Awards and citations

Financial Documents

  • Insurance Policies
    • Life insurance
    • Health insurance
    • Funeral insurance
    • Homeowner's insurance
  • Banking Information
    • Bank account statements
    • Investment accounts
    • Retirement accounts
    • Safe deposit box information
  • Property Documents
    • House deed/mortgage
    • Vehicle titles
    • Property tax statements
    • Business ownership papers

Estate Planning Documents

Legal Papers

  • Last will and testament
  • Trust documents
  • Power of attorney
  • Living will
  • Healthcare directives
  • Organ donor card

Contact Information

  • Professional Contacts
    • Attorney
    • Accountant
    • Financial advisor
    • Insurance agent
  • Personal Contacts
    • Family members
    • Close friends
    • Religious leader
    • Employer

Digital Assets

Online Accounts

  • Email accounts
  • Social media profiles
  • Online banking credentials
  • Digital storage accounts
  • Subscription services
  • Password manager information

Document Organization Tips

  • Storage Solutions
    • Fireproof safe
    • Safe deposit box
    • Digital backup
    • Organized filing system
  • Access Instructions
    • Location of documents
    • Safe combinations
    • Keys
    • Emergency contacts

Additional Considerations

Special Circumstances

  • Previous marriage documents
  • Adoption papers
  • Citizenship papers
  • Business succession plans
  • Pet care instructions
  • Prepaid funeral contracts

Document Updates

Regular review and updates recommended for:

  • Beneficiary designations
  • Insurance policies
  • Wills and trusts
  • Contact information
  • Digital asset access
  • Healthcare directives

Important Notes

  • Keep original documents secure
  • Make copies for immediate access
  • Share location with trusted person
  • Update information regularly
  • Consider digital backups
  • Maintain organized system

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