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Family Checklist

What to Store in WMFNTK

A complete reference for every document and piece of information your family might need — organized by category.

Start adding LifeBytes℠ → Download as PDF
How to use this page: Each item below can be stored as a LifeByte℠ in WMFNTK. Items marked HIGH PRIORITY are the ones your family is most likely to need urgently. Start there, then fill in the rest over time. You don't have to do it all at once.

Legal Documents

Wills, powers of attorney, directives

Last Will and Testament HighInclude attorney name, location of original
Durable Power of Attorney HighWho is authorized to act on your behalf
Healthcare Directive / Living Will HighYour medical wishes if incapacitated
Healthcare Power of AttorneyWho makes medical decisions for you
Trust documentsRevocable living trust, irrevocable trust, etc.
Guardianship designationsFor minor children or dependents
Birth certificate, passport, Social Security cardWhere originals are stored
Marriage or divorce certificates
Adoption papers (if applicable)
Military discharge papers (DD-214)

Financial Accounts

Banking, investments, retirement

Checking and savings accounts HighBank name, account numbers, branch contacts
Investment and brokerage accounts HighFirm name, account numbers, advisor contact
Retirement accounts (401k, IRA, pension) HighInclude beneficiary designations
Safe deposit boxBank name, box number, key location
Outstanding debts and loansMortgage, auto loans, personal loans, balances
Credit cardsIssuers and contact numbers for cancellation
Tax records and accountant contactRecent returns, CPA name and phone
Business interests or partnerships

Insurance Policies

Life, health, home, auto, and more

Life insurance policies HighInsurer, policy number, death benefit, beneficiaries
Health insurance HighPlan name, member ID, group number, insurer phone
Homeowner's or renter's insurancePolicy number, insurer, agent contact
Auto insurancePolicy number, insurer, vehicle coverage details
Long-term care insurance
Disability insurance
Umbrella or liability policy
AnnuitiesIssuer, contract number, payment terms

Medical Information

Health history, providers, medications

Primary care physician HighName, practice, phone number
Current medications and dosages HighNames, prescribing doctors, pharmacy contact
Allergies and adverse reactions High
Chronic conditions and diagnoses
Specialists and their contactsCardiologist, oncologist, therapist, etc.
Surgical history
Organ donor status and preferences
Mental health providers and treatment
Veterans health benefits (if applicable)

Property & Assets

Real estate, vehicles, valuables

Real estate deeds and titles HighAddress, lender, mortgage account number
Vehicle titlesMake, model, VIN, lienholder if applicable
Rental or investment propertiesAddresses, lease agreements, property manager
Valuable personal propertyJewelry, art, collectibles — include appraisals if available
Storage unitsFacility name, unit number, access code
Boats, RVs, or recreational vehicles
Firearms (if applicable)Location, registration, safe combination

Digital Accounts

Email, social media, subscriptions

Primary email account HighProvider and recovery options — not the password itself
Password manager access HighName of service, how family can access it
Social media accountsPlatforms, usernames, memorial/legacy preferences
Cloud storage accountsiCloud, Google Drive, Dropbox — what's stored there
Cryptocurrency or digital assetsExchange names, wallet types — never store seed phrases in plaintext
Recurring subscriptionsServices to cancel — streaming, software, memberships
Domain names or websites you own
Device PINs and computer passwordsPhones, tablets, computers — how family can access them

Personal Wishes

Funeral, legacy, and personal notes

Funeral and burial preferences HighBurial vs. cremation, service wishes, pre-paid arrangements
Obituary notes or biographyHow you'd like to be remembered
Letters to loved ones
Charitable giving wishesOrganizations to donate to in your name
Personal property distribution notesWho gets specific sentimental items
Pet care instructionsVet contact, feeding, care preferences, who should take them
Religious or cultural wishes

Key Contacts

Professionals your family may need to reach

Estate attorney HighName, firm, phone, email
Financial advisor HighName, firm, phone, email
Accountant / CPAName, firm, phone, email
Insurance agentsLife, home, auto — one entry per agent
Executor of your estateName and contact information
Trusted family members or friendsAnyone who should be notified or involved
Employer HR contactFor benefits, life insurance, 401k administration

Ready to get organized?

Each item on this list can be its own LifeByte℠. Start with the High Priority ones — your family will thank you.

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