Click the checkboxes to the left

Personal Information and Documents

• [ ] Full legal name and any aliases
• [ ] Social Security number
• [ ] Date and place of birth
• [ ] Names and contact information of immediate family members
• [ ] Legal representative or executor of the estate
• [ ] Location of will and any trust documents
• [ ] Marriage certificate (if applicable)
• [ ] Divorce documents (if applicable)
• [ ] Military discharge papers (DD214), if applicable

Financial Accounts and Policies

• [ ] List of all bank accounts, including account numbers and online login information
• [ ] List of all investment accounts, including IRAs, 401(k)s, stocks, bonds, etc.
• [ ] Life insurance policies, including company names, policy numbers, and contact information
• [ ] Pension details, annuities, and other retirement accounts
• [ ] Safe deposit box details (location, box number, key location)
• [ ] List of all debts and recurring payments (mortgages, car loans, credit cards, etc.)

Funeral Wishes