Losing a loved one is one of the most difficult challenges humans will face. Taking steps now can help during transition when emotions are sometimes overwhelming. Organizing important documents and information is a good first step. It is wise to keep copies in a locked, waterproof safe at home or a safety deposit box in a bank. Your health care agent and/or close family member should know where and how to access this information.
Identification
- Birth certificate
- Social security card
- Copy of your driver’s license
- Copy of your passport
- Citizenship papers/work permit
- Adoption papers
Property
- Mortgage papers/transfer of property documents
- Titles to vehicles
Records
- Last Will and Testament
- Advance Care Plan
- Marriage certificate
- Divorce decree or prenuptial agreement
- Military records
- Tax returns
Insurance
- Life insurance policies
- Medical insurance card and list of medications and pharmacies
Miscellaneous
- Password list for all relevant online accounts
- Vaccination records or Titer test results
- Location of important keys and combos
- Christmas card list