PathAfter™
Printable checklist
Documents to Find Checklist
Use this to start one folder instead of letting paperwork scatter across bags, drawers, emails, and family group texts.
For
Date started
Main helper/contact
How to use this page
- Start with one physical folder or envelope.
- Check items off only when they are actually in the folder or saved in a known place.
- Write where the document is located, not private numbers from the document.
- Verify current document requirements with the bank, insurer, county office, court, employer, or benefits office before mailing originals.
Privacy note
Do not write Social Security numbers, full account numbers, passwords, PINs, or private identity numbers on this checklist. Use “bank statement found” or “policy folder found,” not the full numbers.
Documents and records to look for
Certified death certificates ordered and tracked
Your photo ID
Funeral home paperwork and written estimate
Will, trust, or written instructions
Prepaid funeral, burial, or cemetery paperwork
Marriage, divorce, or domestic partnership papers
Birth certificates for minor children if applicable
Military discharge papers / DD-214 if applicable
Life insurance policies or claim information
Employer, union, pension, or retirement contacts
Bank, credit card, loan, and account statements
Vehicle title, registration, insurance, or loan papers
Property deed, mortgage, lease, storage unit, or landlord information
Tax records, accountant contact, W-2s, 1099s, or business records
Password manager, phone access notes, or digital account inventory
Where to check
Home files, safe, desk, lockbox, wallet, glovebox
Email, cloud storage, password manager, saved PDFs
Attorney, accountant, employer, union, pension administrator
Bank statements, mail, insurance premium records