Records and items for Executor to Locate
Record Type Location
Personal History
q Adoption papers
q Animal care information
q Annulment decrees or judgments
q Appointment book or calendar
q Athletic awards
q Award certificates
q Birth certificates
q Change of name certificates
q Child care information
q Civic awards
q Divorce decrees or judgments
q Dramatic awards
q Driver’s license
q Educational awards
q Educational certificates
q Educational transcripts
q Employment awards
q Keys to residence
q Keys to post office box
q Keys to safe deposit box
q Keys to vehicles
q Keys to other real estate
q Lock combinations
q Membership awards
q Membership certificates
q Military awards
q Military separation papers
q Music/CDs catalog
q Naturalization papers
q Other awards
q Passport
q Passwords
q Photo albums
q Photos
q Property care information
q Security system information
q Tax returns and records
q Time-share records
q Videos/movies catalog
q Other
q Other
q Other
Family History
q Adoption papers
q Birth certificates
q Family tree
q Marriage certificates
q Newspaper articles
q Photo albums
q Portraits
q Other
q Other
q Other
Insurance Policies
q Automobile
q Life insurance
q Long-term care
q Medical
q Medicare card
q Medicare Part D
q Residential
q Umbrella
q Other insurance
q Other insurance
q Other insurance
Benefits
q 401(k) agreements
q 403(b) agreements
q Disability agreements
q IRA agreements
q Keogh plan agreements
q Military separation papers
q Pension agreements
q SEP agreements
q Social Security card
q Social Security statement
q Workers’ compensation
q Other
q Other
q Other
Banking and Savings
q CD account statements
q Checking account statements
q Credit union account statements
q Savings account statements
q Savings bonds
q Other
q Other
q Other
Investments
q Brokerage account statements
q Savings bonds
q Other
q Other
q Other
Real Estate
q Deeds
q Home improvement records
q Land contracts
q Leases
q Mortgages
q Reverse mortgage
q Tax records
q Time-share agreements
q Other
q Other
Other Assets and Debts
q Business records
q Collectibles
q Computers
q Copyrights
q Credit card contracts
q Jewelry appraisals
q Jewelry inventory
q Patents and trademarks
q Rare books
q Vehicles
q Vehicle certificates of title
q Warranties
q Websites
q Other
q Other
Estate Planning
q Trust agreement
q Will and codicils
q Other
q Other
q Other
Final Wishes
q Body bequeathal papers
q Celebration of life arrangements
q Cemetery deed
q Cremation arrangement
q Ethical will/legacy documents
q Preneed funeral contract
q Legacy information
q Letters to be sent
q Mausoleum deed
q People to contact
q Pet continuing care
q Uniform donor card
q Other
q Other
Executor to do
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