Personal Full legal name: ______________________ Location of Social Security card, birth certificate, and marriage records: ______________________ Military discharge (DD-214) location: ______________________
Estate Planning Documents Location of will / trust: ______________________ Personal representative / successor trustee: ______________________ Financial power of attorney agent: ______________________ Healthcare agent: ______________________
Accounts (institution, type, contact) ______________________ ______________________ ______________________
Insurance and Annuities (company, policy number location, agent) ______________________ ______________________
Property and Vehicles ______________________
Funeral Wishes and Pre-Need Contract Location ______________________
Key Contacts (estate planner, attorney, advisor, insurance agent, accountant, funeral home) ______________________ ______________________
Digital Access (password manager, devices, emergency access) ______________________