Personal Documents List

It may be helpful for your elder and/or you to compile an inventory that lists important legal and financial matters.  The location of the records should also be included.

Item:                                                  

Location:

Birth Certificate

 

Citizenship papers

 

Passport

 

Social Security Card

 

Medicare Card

 

Medical Assistance Card

 

Health Insurance Policy and Card

 

Disability Insurance Policy

 

Safe Deposit Box Key(s) and Bank Name

 

Checkbook

 

Bank Book

 

Income Tax Returns

 

Home Insurance Policy

 

Will

 

Living Will/Advanced Directives

 

Durable Power of Attorney

 

Health Care Directives

 

Pension and Retirement Information

 

Marriage License

 

Divorce/Separation Decrees

 

Military Records

 

Property Deeds and Titles

 

Mortgage

 

Auto Title(s)/Registration

 

Auto Insurance Policy

 

Letter of Instruction in Case of Death

 

Funeral Instructions

 

Burial Property Certificate