Those who manage life after loss will need a number of personal documents in order to finalize the administrative tasks required to settle a deceased's Estate.

To help this process, save each document in a safe place in the home, office, or secure online cloud service.

Additionally, catalog all of this information in a single document that outlines where everything lives so it is easily found by someone else.

These documents include, but are not limited to:

Financial Records

• Bank account (checking, savings, CD, safe deposit box)


• Credit cards


• Stock and bond certificates


• Investment / brokerage accounts


• Retirement accounts (IRA, 401k)


• Loans owed by or to the deceased


• Tax records (income, property, gift, etc)


• Key work documents (lease, contracts, insurance, etc)

Insurance Policies

• Life & Health insurance information


• Additional insurance policies (auto, home, veterans, funeral)

Property and Business

• Real estate (mortgage, deeds, leases, leans)


• Vehicle titles and registrations


• Business documents (corporate partnership documents, account statements, contracts, licenses, tax returns)

Estate Plans

• Last Will and Testament


• Power of attorney (healthcare, durable, financial)


• Trusts


• Disposition Authorization documents


• Pre-paid funeral arrangements

See below for links to typical online spreadsheets, cloud backup systems and password managers that help support these task.