Keeping Track of Important Documents

September 28, 2015

It is important to know where your loved one keeps his or her important documents. If a list isn’t readily available, here are some items to consider:

  • Name and phone number of attorneys, executors of the estate, financial advisors or stock brokers Location of any wills or trusts List of beneficiaries, with current phone numbers
  • Copies of medical directives, with the name and phone number of the agent
  • Copies of powers of attorney, with the name and phone number of the agent
  • Specific funeral requests and location of burial plot, if appropriate Name and phone number of clergy
  • Location of important papers, including birth certificate, social security card, marriage and divorce certificates and military records
  • List of bank accounts and bank addresses List of investments, including stocks and bonds Insurance policies, with name and phone number of insurance agent
  • Location of safe deposit box and keys, along with a list of contents List of credit cards Appraisal records and receipts for valuables
  • Financial information about personal loans still outstanding Tax information and returns for the past five years –

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I can’t say enough about the staff that took care of my father. They were all so loving and really did care for him.

— Bev, daughter of Emerald Crest resident

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