Other Important Documents
- Fine or Estate Jewelry (with any appraisals) – keep written wishes on who receives certain pieces
- Collections (stamps, coins, art, wine, pottery, etc.)- document the location and tag who will be the recipient(s), or will all or some go to a charity
- Marriage license, birth and/or death certificate, passport, copy of drivers license, prenuptial agreement, divorce papers, social security card, military record to include discharge papers, copies of credit cards (with phone numbers and passwords), baptism or christening papers
- Safe and/or locked file cabinet at home (combo # or key and location)
- Gun(s) location, gun safe combo or key, license permit
- Car(s) title copy and location of spare keys to the car(s)
- Is there a storage unit? Location, key and pass code to get into the unit
- College diplomas (copy) and/or special degrees (copy)
- Name of favorite charity for future donations, gifting, in memory or honor
- Investigate having your airline miles transferred to your beneficiary
- Consider creating a life celebration in person, video, or party while you are alive for others to share memories they have of you.
Financial
- Bank(s) – name, address, phone number, acct #, types of accounts, contact person and pass codes
- Safe deposit box (keys, combination, location and how many)
- Financial planner – name, address, e-mail and phone number
- Accounts – stocks, bonds, 401K, investments, annuities, investment purchases (buildings, real estate property, companies, etc.)- Location and passwords
- Past 7 years of federal and state tax returns- just the accountants summary booklet
- Property tax records
- Copy of mortgage- name of company, phone, e-mail and contact name
- Accountant – name, address, phone and e-mail
- Savings, checking, health savings account or any account – location and account number