📁Important Documents Location Guide

Last Will and Testament: [Physical location, e.g., 'home safe, bottom drawer' and/or 'attorney's office']. Attorney: [name, phone]. Last updated: [date]. Trust Documents: [Location]. Trustee: [name, phone]. Power of Attorney: [Location]. Designated: [name]. Healthcare Directive / Living Will: [Location]. Healthcare proxy: [name, phone]. Marriage Certificate: [Location]. Birth Certificates: [Location for each family member]. Passports: [Location]. Social Security Cards: [Location]. Military Records: [Location, if applicable]. Divorce Decree: [Location, if applicable]. Adoption Papers: [Location, if applicable].

Primary Checking: [Bank name, account ending in XXXX]. Online login: [where credentials are stored, e.g., 'password manager' or 'blue notebook in desk drawer']. Contact: [branch phone]. Savings Account: [Bank name, details]. Credit Cards: [Card 1: issuer, last 4 digits. Card 2: issuer, last 4 digits]. Mortgage: [Lender, account number area, monthly payment amount]. Car Loan: [Lender, details]. 401(k): [Company/institution, approximate balance]. IRA: [Institution, type (Traditional/Roth)]. Brokerage Account: [Institution, advisor name and phone]. Pension: [Details if applicable]. Safe Deposit Box: [Bank, branch, box number, who has keys].

Life Insurance: [Company, policy number, face value, beneficiary]. Agent: [name, phone]. Policy document location: [where it's stored]. Health Insurance: [Provider, group/policy number, contact number]. Homeowner's/Renter's Insurance: [Company, policy number, agent name and phone]. Auto Insurance: [Company, policy number, vehicles covered]. Umbrella Policy: [Details if applicable]. Long-Term Care Insurance: [Details if applicable]. Disability Insurance: [Details if applicable]. Note: [Any additional context, e.g., 'Life insurance through work expires if I leave the company — the personal policy with [company] is the one that matters'].

Password Manager: [Name of app/service, e.g., '1Password']. Master password: [where to find it, e.g., 'written on card in home safe — DO NOT store digitally']. This contains login credentials for all accounts listed below. Email: [Provider, e.g., 'Gmail']. Recovery phone: [number]. Social Media: [List platforms — Facebook, Instagram, LinkedIn, etc.]. My wishes: [what to do, e.g., 'memorialize Facebook, delete Instagram, keep LinkedIn for 6 months']. Photo Storage: [Service, e.g., 'Google Photos, iCloud']. How to access: [instructions]. Cloud Storage: [Dropbox, Google Drive, etc.]. Important files in: [folder names]. Subscriptions to Cancel: [List recurring charges — Netflix, Spotify, gym, etc.]. Domain Names / Websites: [If you own any, registrar and login info].

Employer: [Company, HR contact, phone]. Notes: [any benefits, e.g., 'company life insurance policy, unpaid vacation days']. Attorney: [Name, firm, phone, email]. Financial Advisor: [Name, firm, phone]. Accountant/CPA: [Name, firm, phone]. Insurance Agent: [Name, phone]. Bank Contact: [Name, branch, phone]. Close Friends to Notify: [Names and phone numbers of people who should hear the news personally]. Faith Community: [Leader name, phone, organization]. Professional Organizations: [Any memberships to notify]. Veterans Affairs: [If applicable, claim number and local office].