Home > Resources > Important Documents Checklist


  • Printed List of Addresses and Phone Numbers: Family, Friends, Doctors, Insurance
  • Driver’s Licenses
  • Social Security Cards
  • Birth Certificates / Adoption Papers
  • Death Certificate
  • Passport/Green Card
  • Marriage License
  • Divorce Papers/Alimony Payments
  • Will
  • Insurance Policies/Cards – medical, dental, vision, auto, home, life, business
  • Immunization Records
  • Bank/Investment Account Information (401k, IRA, Stocks, Bonds, Mutual Funds)
  • Credit Cards – copy of front and back of each
  • Recent Photos of Family members (suitable for missing person’s posters)
  • Mortgage or Property Deeds/Lease Agreements
  • Deeds to Cemetery Plots
  • Weapon Permits and Firearm serial numbers
  • Tax Records – Prior Year Tax Return, Property Tax Statement
  • Computer account logins and passwords
  • Medical Information – medications, allergies, medical history, Advance Directives
  • Home Inventory – photos or video
  • Resume
  • Professional Licenses
  • Military Discharge Papers
  • Diplomas/Certificates
  • Vehicle Title/Description of Vehicle(s) – year, make, model, VIN, License Plate Number
  • Any Property Appraisals
  • Recent Pay Stub/Government Benefits
  • Cash and Checkbook
  • Pet(s) – Vet, Medications, License, Vaccinations

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