Checklist: Documents To Organize And Share

This article on important planning documents is provided by Everplans — The web's leading resource for planning and organizing your life. Create, store and share important documents that your loved ones might need. Find out more about Everplans »

Here are some of the essential documents, accounts, and types of information you should organize get into your Everplan.

When you're getting your estate in order, there are many accounts, policies, documents, and other information to organize—and the list of to-dos can quickly become overwhelming. But our ultimate planning checklist will help you get organized painlessly. Putting all your most important information into an Everplan will relieve a big burden on your family if anything should happen to you—and you can relax knowing that they're taken care of.

You can also use this as a guide to start securely storing and sharing all the information listed below with an Everplan.

Insurance Policies

  • Life Insurance
  • Health Insurance
  • Car Insurance
  • Home Insurance
  • Other Insurance policies (theft, fire, earthquake, etc.)

Bank Accounts

  • Checking accounts
  • Savings accounts
  • Money market accounts
  • Certificates of deposit (CDs)
  • Debit cards

Credit Cards

  • Card number
  • Expiration date
  • Recent account statements
  • Login and password information for online account management

Mortgages Or Loans

  • Company through which mortgage or loan was given
  • A copy of the mortgage or loan agreement

Tax Returns

  • Most recent W-2 forms or federal self-employment tax return
  • Income tax returns for the current and previous year, including 1040 variations and 1099s, if applicable
  • Gift tax returns

Pension Plans And Retirement Benefit Information

  • 401(k) or 403(b) plans
  • IRAs
  • Roth IRAs
  • Simplified Employee Pension (SEP) plan
  • Salary Reduction Simplified Employee Pension (SARSEP) plan

Titles Or Deeds To Any Property

  • Real estate
  • Motor vehicles
  • Boats

Investment Portfolios

  • Stocks
  • Bonds
  • Mutual funds


  • Copy of the Will
  • Copies of previous versions of the Will
  • Name of attorney or law firm that helped create the Will, if applicable


  • Declarations of trust or Trust agreements
  • Name of attorney or law firm that helped create the Trust, if applicable
  • Bank accounts associated with the Trust

Power Of Attorney

  • Name of the person appointed to Power Of Attorney
  • Power Of Attorney documentation
  • Name of attorney or law firm that helped create the POA, if applicable

Safe Deposit Box

  • Location of safe deposit box
  • Safe deposit box keys or location of safe deposit box keys

Any Professionals Who Have Helped

  • Lawyer
  • Accountant
  • Insurance agent

Advance Directive

  • Living Will
  • Health Care Proxy
  • Do Not Resuscitate (DNR)

Proof Of Identity And Relationships

  • Social Security card
  • Armed Forces discharge papers
  • Birth certificate
  • Death certificate
  • Marriage certificates
  • Divorce certificates
  • Prenuptial agreements
  • Divorce settlements

Household Utilities

  • Electricity
  • Gas
  • Water
  • Phone
  • Cable
  • Internet

Automatically Renewing Medications

  • Names of medications
  • Name of pharmacy where medications are renewed
  • Name of doctor who prescribed medication


  • Gmail
  • Hotmail
  • Yahoo! Mail
  • AOL

Online Businesses

  • Amazon
  • PayPal
  • Ebay

Social Media

  • Facebook
  • Twitter
  • LinkedIn

Creating an Everplan will walk you through each of these items and more until you have a comprehensive plan in place. You can also easily share your plan with the peiople who will need it should something happen to you.

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