Having documents and key information organized ahead of time can save loved ones hours of stress and confusion later. This Documents & Information Checklist helps you record what exists, where it’s stored, and who has access—so important paperwork and accounts are easy to locate when needed. Many families also use planning tools, templates, and memorial resources available at The Funeral Program Site. Complete the form below and save as a PDF, or download blank Documents & Information Checklist and fill out.
Document Organizer Details
Core Identity Documents
Legal + Estate Documents
Insurance + Benefits
Banking + Financial Accounts
Property, Home, and Vehicles
Utilities, Subscriptions, and Recurring Bills
Digital Accounts + Devices
Important Notes + Updates
If your family will need to create printed programs, memorial cards, or keepsakes, The Funeral Program Site can help with templates and professional printing when the time comes.
Final tip: Don’t aim for perfect—aim for “easy to find.” A clear list of locations can make all the difference.
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