Free printable
The Master Checklist
47 items across 7 categories. Print it, tick what applies, and keep it where your trusted contact can find it.
Where things are: ______________________________________
My trusted contact: ______________________ Phone: ____________________
Home & Property
Where the roof, the car, and the spare keys actually are.
- Property deed and mortgage paperwork Include the lender name and loan number.
- Property tax statements
- Homeowners or renters insurance policy
- Vehicle titles and registration
- List of jewelry, heirlooms, and high-value items A phone photo next to each item is enough.
- Home safe location and how to open it Write where it is — never write the combination itself here.
- Spare keys for house, car, and safe deposit box
Money & Insurance
Accounts, policies, and the people who manage them.
- Bank and credit union accounts Bank name and account type only — no full numbers.
- Retirement accounts (401(k), IRA, pension)
- Life insurance policies
- Annuities or investment accounts
- Safe deposit box location and key
- Social Security and pension benefit details
- Last three years of tax returns
- Outstanding loans, mortgages, and credit cards
Medical Wishes
Your healthcare choices, written down before they are needed.
- Advance directive or living will
- Medical power of attorney (healthcare agent)
- HIPAA release form for your healthcare agent
- Medicare, Medicaid, or private insurance cards
- Current medication and allergy list
- Doctors, specialists, and pharmacy
- Organ and tissue donation wishes
Digital Accounts
The logins your family cannot guess — and should never have to.
- Primary email account
- Online banking and bill-pay logins
- Password manager and its emergency access contact
- Social media accounts
- Photo library and cloud storage
- Domain names and personal websites
- Cryptocurrency or digital wallets, if any
- Airline miles and reward points
Subscriptions & Bills
The quiet monthly charges that keep going unless someone stops them.
- Streaming and entertainment services
- Utilities on autopay
- Insurance premiums on autopay
- Memberships and clubs
- Phone, internet, and cable
Pets
Who feeds them, who loves them, who takes them.
- Veterinarian and vaccination records
- Microchip number
- Feeding and medication routine
- Named caregiver and backup caregiver
- Pet insurance policy
People to Notify
The phone list your family would otherwise have to build from scratch.
- Attorney
- Accountant or tax preparer
- Financial advisor
- Insurance agent
- Your trusted contact or personal representative
- Former employer or union benefits office
- Faith community, clubs, and close friends
Never write passwords here. Note where an account is, not the password. Keep login details in a password manager and name an emergency contact who can request access if needed.