Use this list to keep track of important documents. This will come in handy at many times, not just when you are planning a funeral or coping with a death in the family member.

Documents

• Will
• Living will
• Income tax returns from previous years
• Birth certificate
• Marriage certificate
• Military records
• Naturalization papers
• Adoption papers
• Divorce or annulment papers
• Deed to home or any other property
• Cemetery deed

Insurance policies

• Life
• Home
• Property
• Auto
• Medical
• Dental
• Vision
• Long term health care
• Disability

Debts and assets

• Home mortgage
• Loans outstanding
• Checking accounts
• Savings and money market accounts, CDs (certificates of deposit)
• Investments (stocks and bonds, mutual funds)
• Credit cards
• Pension or retirement plans
• Property tax receipts
• Rental property
• Vacation property
• Debts owed to you

Other

• Safety deposit box
• Post Office box
• Utilities

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