Collect all the bits and pieces of your legal and digital identity.

This important set of documents is too often overlooked, and can be extremely helpful in the event of emergency or death. Let your loved ones know how to access your accounts in case something happens to you.

This comprehensive book helps securely record all of your pertinent information, and serves as a place to collect all of the documents required of modern life.

Handbook Contents

Each section starts with a checklist so you can be sure you're gathering everything you need. The printed pages include entries for hand-written data, and ample space for notes and any additional information you wish to record.

*Indicates which documents are included in the Basic set.

CRITICAL INFORMATION

• Emergency Contact Information
• Letter of Instructions for Family

PERSONAL INFORMATION CONFIDENTIAL

• Full Legal Names and Contact Information
• Birthdates and Places of Birth
• Parent’s Names, Addresses, Birthdates & Places
• Current Street Address and Previous Addresses
• Child Names and Contact Information
• Birth Certificates
• Military Service Records, Current Benefits & Payments
• Social Security Card
• Driver License
• Passport
• Death Certificates
• Citizenship, Immigration, and/or Alien Registration Papers

IMPORTANT CONTACTS

• Close Friends
• Relatives That Would Care for Children
• Religious Contact Information
• Financial Advisor Contact Information
• Attorney Contact Information
• Accountant Contact Information
• Trusted Person to Handle Affairs
• Primary Care Physician
• Dentist
• Veterinarian

IMPORTANT DOCUMENTS

• Birth Certificates
• Adoption Records
• Military Service
• Last Will & Testament
• Prenuptial Agreement
• Marriage License
• Divorce Decree

HOME INFORMATION

• Alarm Company
• Keypad Location
• Code/PIN for Alarm Keypad
• Operation Directions for Alarm System
• Ring Code & Password
• Hidden Key Location
• Neighbor Contacts
• Utility Accounts
• Service Contracts & Warranties

EMPLOYMENT RECORDS

• Resume
• Employment Contract
• Current Employment Contacts
• Previous Employment Contacts
• HR Department for 401k & Retirement
• Military Retirement Benefits
• Company Retirement Benefits & Administration
• Employer Benefits
• Health Insurance
• Long Term Care Insurance
• Life Insurance
• Disability Insurance, Short Term & Long Term
• Other Benefits from Employer

REAL PROPERTY

• Property Deeds
• Property Tax Account
• Mortgages
• Property & Casualty Insurance Agent Contact Info
• Property Insurance Document

MEDICAL LEGAL DOCUMENTS

• Durable Power of Attorney
• Health Care Advance Directives
• Health Care Proxy
• HIPAA Release
• Organ Donation

HEALTH RECORDS

• Medical History
• Health Care Team
• Current Medications
• Prescription Information Sheets
• Appointment Notes
• Test Results
• Insurance Coverage
• Authorizations

FINANCIAL & LEGAL ADVISOR

• Trust Accounts and Accounts Funding the Trust
• Account Beneficiaries
• Wishes for Whom You Want Present at Reading of Your Will

FINANCIAL INFORMATION

• Financial Assets & Liabilities Summary
• Bank Accounts
• Cash
• Health Savings Account (HSA)
• Brokerage Accounts
• Stocks
• Bonds
• IRAs
• Estate Planning
• Annuities
• Investments
• 401k
• Loans
• Other Debt

INSURANCE INFORMATION

• Life Insurance
• Long Term Care Insurance
• Disability Insurance
• Account Beneficiaries
• Car Insurance
• Homeowner Insurance
• Renter Insurance

RETIREMENT INFORMATION

• Retirement Accounts
• Pensions
• Account Beneficiaries

SAFE DEPOSIT BOX

• Location of Box
• Location of Keys
• Contents
• Authorized Signers
• Description of Contents

CASH

• Location of Cash
• Amount
• Fireproof Safe Location

OTHER ASSETS

• Description of Other Assets/Valuables

AUTOS & VEHICLES

• Vehicle Title
• Vehicle Registration
• Lease Information
• Loan Information

BOATS

• Vehicle Title
• Vehicle Registration
• Lease Information
• Loan Information
• Mooring Location

FAMILY HEIRLOOMS

• Item Description
• Gifting Instructions
• Value & Appraisal Information

ART & SCULPTURES

• Description of Item
• Origin
• Where Purchased
• Authenticity Documents

JEWELRY

• Item Description
• Significance
• Appraisal Value
• Gifting Instructions

WINES

• Bottle Description
• Number of Bottles
• Value

TECHNOLOGY PASSWORDS

• Site Name
• Username
• Password
• Subscription Information
• Device Passwords
• Email Passwords
• Internet Provider Password
• Wifi Password

BUSINESS OWNERSHIP

• Current License
• Operating Agreement
• Corporate Papers
• Business Plan
• Succession Plan
• Business Taxes – Last 3 Years
• Stock Certificates
• Buy – Sell Agreement
• Key Man Insurance

WEBSITE OWNERSHIP

• Domain Name Registration
• Web Hosting Account
• Email Hosting

CLUB & WEBSITE MEMBERSHIPS

• Organization Name
• Address
• Monthly Cost
• Requirements for Membership

LAST WISHES

• Disposition Instructions
• Prepaid Funeral Plan
• Cemetery Plot Deeds
• Memorial Options
• Last Wishes
• Draft Obituary

TAXES

• Last 3 Years of Tax Returns