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End-of-life documents

Which paperwork matters, where to keep it, and how to organize it so family can find it fast.

See the document inventoryExplore vault storage

Location notes, not legal drafts

By End of Life PlannerUpdated

Typical paperwork to gather

You don’t need every line. Note where each original lives.

  • Will and estate documents (from your attorney)

  • Insurance policies

  • Property and vehicle titles

  • Bank and investment info (or where it lives)

  • IDs and vital records

  • Medical and advance-care paperwork

  • Funeral pre-arrangements, if any

How to organize them

Group by type. Note the drawer, the attorney, or the person who knows. Then tell one trusted person how to find the index. How to find accounts belongs in digital legacy, not in the files. A binder you can open in a hurry is an emergency binder— this page is the inventory inside it.

Sources

Public references this page draws on. We are not affiliated with these agencies, and this is not legal, medical, or funeral-director advice.

Next steps

Continue with a related guide, worksheet, or product feature.

  • Document vault — Store encrypted copies of family documents, control trusted access, and export your files. Learn about storage limits and how the vault works.
  • Emergency binder — Build an emergency binder your family can find and use. Organize sections, protect sensitive papers, and keep a current copy accessible.
  • Planning checklist — Work through a practical checklist for contacts, documents, care preferences, final wishes, and digital accounts, with a free worksheet to record answers.

Make the inventory first. Store copies when you want them encrypted.

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