Essential:

• Will
• Trust(s)
• Durable Power of Attorney
• Health Care Proxy/HIPAA Release
• Living Will
• Funeral insurance policies or pre-paid funeral arrangements
• Letter describing last wishes (if desired)

Include either current copies of these documents or a listing with locations:

• Deeds
• In-force life insurance policies and annuity contracts
• Bank statements showing bank contact information and account numbers
• Brokerage statements with account number, broker name and contact information
• IRA, pension, all retirement fund information, as appropriate
• Income tax returns
• Homeowners insurance policies
• Auto and vehicle insurance policies
• Long-term care insurance policies
• Disability policies
• Business owners: corporate/company records (including share certificates and shareholder agreements)
• Titles to Vehicles

Also consider:

• Contact info for Executor, Successor Trustee, Financial Advisor, Accountant, Insurance agent
• Names and numbers of your primary care physician and any specialist(s) as well as a list of prescription medications
• A copy of Medicare, Medicaid or other health insurance cards, and any other medical information you feel is relevant.
• Birth Certificate
• Marriage License
• Divorce Decree
• Employer information
• Military discharge
• Citizenship documents
• List of credit cards
• List of debts

Printer Friendly Version of the Disability & End of Life Planning Checklist