Worksheet · Alan J. Birsinger · Wealth Management Group
Document Inventory
Do not write account numbers, Social Security numbers, or passwords on this form. Note the institution and where the actual document or login lives (a specific filing cabinet, safe deposit box, password manager, etc.). The point is to lead a spouse or executor to the document, not to be the document itself.
People
Who knows where the rest is
Spouse / partner
Executor
Successor trustee
Healthcare proxy
Durable POA
Attorney
CPA / tax preparer
Financial advisorAlan J. Birsinger · (281) 786-5159 · alan.birsinger@wealthmanagementgroup-inc.com
Insurance agent
Legal documents
Where the originals live
Will
Living trust
Durable power of attorney
Healthcare directive
Marriage certificate
Divorce decree
Birth certificates
Passports
Military discharge (DD-214)
Safe deposit boxBank, branch, box number — location only
Investment & retirement accounts
Institutions only — no account numbers
Custodian — primaryCharles Schwab & Company
Other brokerage
Current 401(k) / 403(b)
Former-employer plans
Traditional IRA
Roth IRA
HSA
Pension administrator
529 / education accounts
Banking
Where money flows in and out
Primary checking
Savings
Other bank accounts
Credit cards (issuers)
Insurance policies
Carrier and policy type
Life insurance — term
Life insurance — permanent
Long-term care
Disability — individual
Disability — group / employer
Annuities
Homeowners
Auto
Umbrella / liability
Health insurance
Property & debts
Deeds, titles, loans
Primary residence deed
Other real estate
Mortgage servicer
Vehicle titles
Other significant debts
Digital & misc
For the people who don't know your computer's password
Password managerService name only — master password kept separately
Tax-return storageLast 7 years' returns location
Subscriptions to cancelAnnual recurring services
Social-media accountsPlatforms with active profiles
Date this form last reviewed