The Most Important Documents You Need To Share With Your Family

Why It Matters:

  • You’re probably drowning in paperwork (physical and digital) and don’t even realize it.
  • If you weren’t around to take care of your household, would someone else know how to do it?
  • It might seem overwhelming, and it can be, but there are solutions available.

Everplans tkc.profilePicture Written by: Everplans
Jan. 12, 2018

5 Min readClock Icon

When you're getting your estate in order, there are many accounts, policies, documents, and other information to organize − and the list of to-dos can quickly become overwhelming.

But this ultimate planning checklist can help you get organized painlessly. Putting all your most important information into an Everplan can relieve a big burden on your family if anything should happen to you − and you can relax knowing that they're taken care of.

Enough plugs. Let’s start planning!

Insurance policies (be sure to include the location of the policy and any associated online account info)

  • Life insurance.
  • Health insurance (don’t forget to include automatically renewing medications).
  • 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.
  • Safe deposit box (location of box and key, name of person authorized to access).

Credit cards

  • Card number.
  • Expiration date.
  • Recent account statements.
  • Login and password information for online account management.

Household info: Mortgages, loans, and utilities

  • Company through which mortgage or loan was given.
  • A copy of the mortgage, lease, or loan agreement.
  • A copy of the bill or online login info for the following utilities and services: Electricity | Gas | Water |Phone | Cable |Internet (don’t forget the Wi-Fi password).

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.

Legal documents

  • Will (location of document).
  • Trusts (declarations of trust, name of attorney or law firm that helped create it, associated bank account).
  • Power of attorney (location of document).

Medical wishes: advance directive

  • Living will.
  • Healthcare proxy.
  • Do not resuscitate (DNR) order.

Any professionals who have helped with legal or medical advice or decisions

  • Lawyer.
  • Accountant.
  • Insurance agent.

Proof of identity and relationships

  • Social Security card.
  • Armed forces discharge papers.
  • Birth certificate.
  • Death certificate.
  • Marriage certificates.
  • Divorce certificates.
  • Prenuptial agreements.
  • Divorce settlements.

Digital estate overview (make sure someone can access these accounts)

  • Password storage (name of password manager, where you keep your passwords).
  • Email (Gmail, Hotmail, Yahoo! Mail, AOL).
  • Online shopping (Amazon, PayPal, eBay, Walmart, Target).
  • Social media (Facebook, Instagram Twitter, LinkedIn).

While this is a great way to get started, creating an Everplan can walk you through each of these items, and tons more, until you have a solid plan in place. From there, you can easily share with the important people in your life. Give it a try. The worst thing that can happen is you'll become super organized.

This article is provided by Everplans — a life and legacy planning company dedicated to transforming the way people get their families organized. For more information, visit:

Things to Consider:

  • Creating an estate plan is more than legal documents.
  • Gathering up all of this information can save your family a world of hurt if something happens to you.

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Beneficiary Financial Goals Credit Cards Assets Family Financial Planning Insurance Health Insurance

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