Our Family Agreements
- Estate Plans and Trust Agreements
- Will
- Living Will
- Medical Directive
- Elder Care Agreements
- Cemetery Deeds
- Funeral Wishes and Instructions
- Guardianship Directive
- Power of Attorney—Financial Decisions
- Power of Attorney—Health Care Decisions
- Guardian of a Minor Documents
- Child Care Agreements
- Prenuptial Agreement
- House Sitting Agreement & Insurance Documents
- Self-Employment Records and Location
- Partnership Agreements
- Miscellaneous Business Agreements and Contracts
- Patents and Copyrights
- Non-documented obligations list
- Funeral Wishes and Instructions
Our Financial and Banking Records
Assets
Retirement Resources
- Social Security Earnings Annual Statement
- Veterans Administration
- Retirement Plan
- Annual Pension Statements
- 401(k), 403(b) Account
- Annuities
- IRA, Roth IRA
- SEP IRA, Keogh
Cash and Equivalents
- Checking Account #
- Savings Account #
- Money Market Account #
- Certificate of Deposit #
- U.S. Savings Bond #
- Promissory Notes—Due From?
- Credit Union Membership
- Cooperative Membership
Investments
- Brokerage Accounts
- Mutual Fund Accounts
- Investment Clubs
- Stock/Investment certificates & location
Liabilities
- Mortgage Loans
- Second Mortgage Loans
- Home Equity Loans
- Home Equity Lines of Credit
- Automobile Loans
- Automobile Leases
- Student Loans
- Promissory Notes—Due To?
- Life Insurance Loans
- Loans from 401(k) Accounts
- Other Liabilities
- Credit Card Accounts
Taxes
- Federal Tax Returns
- State & Local Tax Return
- Real Property Tax Assessment
Insurance Policies, Guarantees & Warranties
- Medical/Health (ID Card)
- Dental (ID Card)
- Automobile
- Homeowner’s/Renter’s
- Life
- Casualty
- Property
- Mortgage
- Umbrella
- Windstorm
- Flood
- Earthquake
- Group Life
- Disability
- Long-Term Care
- Travel Interruption/Cancellation
- Accidental Death and Dismemberment
- Marine
- Product Guarantees and Warranties
- Extended Warranties (Automobiles, Computers, Appliances)
Our Employment Records
- Current Employment Contract
- Deferred Compensation, Stock Option, Profit Sharing Agreements
- Employment Benefits (Life, Health, Disability Insurances, Education)
- Credits Card(s)
- Automobiles
- Employment Pensions include Previous Positions
- Employment Resume
- Employment History and Salary History
- Reference Letters from Previous Employers
- Union Membership Documents
Our Employment Records
- Current Employment Contract
- Deferred Compensation, Stock Option, Profit Sharing Agreements
- Employment Benefits (Life, Health, Disability Insurances, Education)
- Credits Card(s)
- Automobiles
- Employment Pensions include Previous Positions
- Employment Resume
- Employment History and Salary History
- Reference Letters from Previous Employers
- Union Membership Documents
Our Home
- Primary Residence Deed
- Primary Mortgage
- Annual Escrow Statements from your Lender
- Purchase records and marketing materials
- Condominium Documents
- Co-op Documents
- Leases
- Home Warranties
- Secondary Residence Deed
- Secondary Residence Mortgage
- Rental Agreement
- Storage Space Rental Agreement
- Security Deposit Agreement or Receipt
- Time Share Agreements
- Post Office Box (Combination/Key and Location)
- Descriptions of Primary Residence (including photographs)
- Descriptions of Secondary Residence (including photographs)
Our Family Pets
- Name
- Type of Animal
- Breed
- Date of Birth
- Sex
- Pet Veterinarian
- Identifying Mark
- Identification Chip Implant
- AKC/CFA Registration
- Immunization Records
- Allergies
- Special Diet & Favorite Foods
- Licenses & Tags
- Pet Care Agreements
- Pet Insurance
- Pet Boarding
- Pet Grooming
- Pet Training
- Awards & Certificates
- Emergency Evacuation Accommodations that Accept Pets
- Emergency Evacuation Supplies: Pet Food, Crate, Toys, Treats, Towels
- Other Unique Things About Your Pet
Our Personal Property Inventories
- Appraisal Certificates
- Primary Residence Personal Property Description (Exterior)
- Primary Residence Personal Property Description (Interior)
- Secondary Residence Personal Property Description (Exterior)
- Secondary Residence Personal Property Description (Interior)
- Other (Exterior)
- Other (Interior)
- Jewelry Descriptions
- Collections: Stamps, Coins, and Other Collectibles
- Silver Service, China, Crystal, etc.
- Tools: Kitchen, Repair & Maintenance, Hardware
- Safe Deposit Box Location
- Safe Deposit Box Key Location
- Safe Deposit Box Contents Inventory
Our Automobiles, Boats, and Recreational Vehicles
- Vehicle State Registration
- Vehicle Identification No.
- Vehicle Title
- Boat or RV (Storage Location?)
- Auto Mechanic
- Auto Service Records
- Boat Service Provider
- Boat Dock Location
Our Household Assistance Providers
- Homeowners’ Association
- Property Manager
- Elder Care
- Child Care
- Cable Television
- Satellite Television
- Telephone Service
- Internet Service
- Newspaper
- Housekeeping/Maid Service
- Lawn Service
- Pool Service
- Snow Removal
- House Sitter
- Pet Sitter
- Heating & Air Conditioning
- Electrician
- Carpenter
- Plumber
- General Repairs
- Shoe Repair
- Restoration and Cleaning Service
- Other Service Providers
Our Licenses, Registrations, and Passwords
- Social Security Numbers
- Green cards
- Driver’s Licenses
- Firearm Licenses
- Passport numbers
- Voter registrations
- Immigration and Naturalization documents
- General Passwords and PIN numbers
- Bank Passwords and PIN numbers
- Home Safe Combination
- Voice Mail—Home Phone Number Password
- Voice Mail—Work Phone Number Password
- Voice Mail—Cell Phone Number Password
- Memberships—Professional, Social
- Memberships—Golf, Proportionate Shares
- Series Tickets—Theater, Sports
- Frequent flyer accounts
- Computer User Names
- Email Addresses
- Online Access
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