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Document Checklist: What You Need to Gather

After someone dies, you will need to locate dozens of documents. Use this interactive checklist to track what you have found. Your progress saves automatically in your browser.

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documents gathered

Will or living trustHigh priority
Death certificates (10+ certified copies)High priority
Birth certificateMedium
Marriage certificateHigh priority
Divorce decree (if applicable)Medium
Social Security card or numberHigh priority
Military discharge papers (DD-214)High priority
Power of attorney documentsLow
Bank account statementsHigh priority
Investment account statementsHigh priority
Retirement account statements (401k, IRA, pension)High priority
Tax returns (last 3 years)High priority
Property deeds and titlesHigh priority
Vehicle titles and registrationsMedium
Business ownership documentsMedium
Safe deposit box informationMedium
Life insurance policiesHigh priority
Health insurance cards and documentsHigh priority
Auto insurance policyMedium
Homeowner's or renter's insuranceMedium
Long-term care insurance policyLow
Driver's license or state IDMedium
PassportLow
Passwords and digital account accessHigh priority
Keys (home, car, safe deposit box, office)High priority
Email account accessHigh priority
Mobile phone and phone accountHigh priority
Mortgage documentsHigh priority
Credit card statementsHigh priority
Loan agreements (auto, personal, student)Medium
Medical bills and explanation of benefitsMedium
Credit reportMedium

Tips for gathering documents

  • Pull a credit report. Visit annualcreditreport.com to get a complete picture of all accounts and debts. As executor, you can request this with a death certificate and Letters Testamentary.
  • Check email thoroughly. Email accounts often contain account statements, subscription confirmations, and login credentials that reveal accounts you did not know about.
  • Review recent mail carefully. Watch for statements, bills, and notices arriving in the mail for at least 2 to 3 months after death.
  • Order extra death certificates. You will use more than you expect. Most institutions require a certified copy (not a photocopy). Order at least 10 to 15.
  • Keep originals safe. Make photocopies of everything and store originals in a secure location. Some institutions require original documents rather than copies.

Note: Not every item on this list will apply to every situation. Focus on the high-priority items first and work through the list as needed for your specific circumstances.