While they're alive

Get Organized: The Family Master Inventory

Step-by-step framework to inventory accounts, deeds, policies, doctors, and where passwords are kept (never store raw passwords).

Do this first

Open our Document & Account Inventory tool in the Tools section and record where the master deed and insurance policies are located.

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Do not wait for a 3 AM ambulance call to wonder what medications your mother takes or who owns the house title.

Use this checklist to build your family binder:

Physical Documents: Original deeds, birth certificates, marriage certificates, military discharge papers (DD-214 is required for VA benefits), vehicle titles, and divorce decrees.
Financial Accounts: List each bank name, branch, and masked account number (...4821). Never write down PINs or raw passwords on insecure paper.
Where Passwords Are Kept: Write down how to access credentials (e.g., "Kept in 1Password master vault on dad's iPad; emergency master key is inside the blue envelope in the fireproof safe").
Key Advisors: Names and phone numbers of CPA, tax preparer, elder law attorney, financial advisor, primary doctor, cardiologist, and reliable plumber.

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Fill out the Document Inventory in our Tools hub
Record safe combinations and lockbox locations.
Compile the complete Medication List with dosages
Keep a physical copy in your loved one's wallet and your own glovebox.
Locate military discharge papers (DD-214) if your loved one was a veteran
Required to claim VA Aid and Attendance or burial benefits.

Last reviewed: September 28, 2026