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4 - CHECK LIST - Where to Find Stuff When I'm No Longer Here
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SEMCO - October 11, 2026
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DATE
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When completed, this document can be used as a checklist or to-do list for your executor / digital executor so that your estate can more easily be taken care of.
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Go into the detail on everything as if you are the person looking for the documents, etc.
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Input your information in the categories that apply to you, delete those that don't, and add more if necessary.
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You need to keep the document updated when there are changes to the information.
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Make sure the right people know where to find the document.
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Be sure to change the date each time you update and save the information.
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Where to save this document:
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On your hard drive
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To a flash drive - create one each for the appropriate people
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Encrypt the file on your hard drive or flash drive and give the appropriate people the password
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Use a password manager for all of your online presence -- account / login / username / password, etc.
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Give master password to digital executor and/or executor.
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Note: You may want to include a note regarding why you have created this; don't forget to keep it updated.
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CATEGORYQUESTIONSANSWERSCOMMENTS
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Valuable PapersWhere to you keep your valuable papers
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Safe deposit box - where is it located
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Where is the key
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Fireproof safe - how is it accessed
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File cabinet
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Photographs and photo albums
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Social Security Number
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Where is your Social Security Card
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Needed by
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Funeral home
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Armed Forces for benefits (DD214)
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Birth Certificate
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Location of your birth certificate (official copy) and photocopies. More than one might be required.
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Proof of identity and relationships) Where are they located?
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Driver License
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Passport
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Armed Forces discharge papers (DD214)
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Marriage certificate(s)
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Divorce certificates(s)
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Prenuptial agreement(s)
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Divorce settlement(s)
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Will / Living Trust
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Where is the original copy of your Will/Living Trust
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Do you have more than one original copy - Recommended
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Who are your witnesses and how to locate them
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Bank account(s) associated with the Trust
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Advance Directive
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Where is the original (notarized)
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Does your doctor / medical plan / local hospital have a copy
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Does it include information on
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Health Care Proxy
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Do Not Resuscitate (DNR)
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Donating your organs
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Donating your body to medical school
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Do you have a notarized copy you take when you travel (might not be valid in another state)
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Power of Attorney
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Name of person appointed with Power of Attorney
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Name of attorney or law firm that created your Advance HC directive, Power of Attorney, Trusts and will or Living Trust
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Contact information (phone /email)
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Funeral Arrangements
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Where is the detailed information
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Burial Plot
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Have you purchased a cemetery plot
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Location details
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Location of deed
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Obituary
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Have you written your obit
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Where is it
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Medical Information
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Name of plan
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Plan Number
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Phone Number
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Primary Care MD
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How does the plan want to be notified of a member's death
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Automatically renewing medications
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Name of medication(s)
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Name of pharmacy
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Contact information
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Name of doctor who prescribed the medications
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Contact information
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Insurance Policies
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Life insurance
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Beneficiaries
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Car insurance
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Home insurance
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Other insurance policies (theft, fire, earthquake, etc.)
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 List each insurance policy and policy number
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 Company that underwrites the policy
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 Phone number and person to contact
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Where are the original policies (If you don't know, perhaps you should call the company and ask for a duplicate copy)
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Bank Account(s)
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What bank accounts do you have
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 Certificates of Deposit (CDs)
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 Checking