Checklist: Documents To Organize And Share

This article on important planning documents is provided by Everplans — The web's leading resource for dealing with death. 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 and have at the ready before setting up an Everplan.

After a death, there are a lot of financial and administrative tasks for your family to take care of that can quickly become overwhelming.  With some planning and organization you can relieve a big part of that burden by helping your family easily settle your estate, pay required taxes, and quickly receive any benefits they are entitled to.

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

Will

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

Trusts

  • 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

Email

  • 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.