- Birth/Death – Birth certificates, death certificates, adoption paperwork (child / pet)
- Social Security CardsPassport / ID – Includes citizenship / immigration paperwork
- Marriage – Includes divorce decrees, pre-nuptial agreements, custody agreements
- Automobile Titles – Includes motorcycle, RV, boat, and any other automobile titles
- House Deed – Includes title insurance
- Trust
- Will – Includes living will, estate planning, power of attorney
- Financial – Includes loan paid-off statements, CDs, saving bonds, foreign currency, list of safety deposit box contents
- Landowner Documentation
- Be sure to have requested documentation to appoint a designated beneficiary for all bank accounts and money market accounts
