Legal Document Suggestions

This list was put together from different internet sites.  They are all very similar to each other.

Important Legal Documents Suggestions 

Family 
1.       Birth Certificate(s)/Adoption Papers 
2.       Marriage License 
3.       Divorce Papers 
4.       Social Security Card(s) 
5.       Passport/Green Card 
6.       Naturalization Documents 
7.       Will 
8.       Power(s) of Attorney (personal/property) 
9.       Mortgage or Real Estate Deeds of Trust 
10.   Vehicle Registration/Ownership papers 
11.   ID/Driver’s License 
12.   Child Identity Cards/School ID

Tax Statements 
13.   Previous Year’s Tax Returns 
14.   Property Tax Statement 
15.   Personal Property Tax (i.e. Vehicle Tax)

Financial Accounts 
16.   Bank/Credit Union Statements 
17.   Credit/Debit card Statements 
18.   Retirement Accounts (401K, TSP, IRA) 
19.   Investment Accounts (Stocks, Bonds, Mutual Funds) 
20.   Other ___________________

Sources of Income/Assets 
21.   Recent Pay Stubs for All Sources of Income 
22.   Government Benefits (Social Security, Veterans’) 
23.   Alimony 
24.   Child Support Income 
25.   Appraisals of Personal Property 
26.   Other ________________________

Financial Obligations 
27.   Mortgage Statement 
28.   Lease/ Rental Agreement 
29.   Utility Bills (Electric, Water, Gas) 
30.   Auto Payment 
31.   Credit Card Information 
32.   Loan Documents 
33.   Alimony Payments 
34.   Child Support Payments 
35.   Elder Care Facilities 
36.   Other Debt______________________

Insurance Documents 
37.   Property 
38.   Rental 
39.   Auto 
40.   Life 
41.   Other________________________

Medical 
42.   Health Insurance ID card(s) 
43.   Record of Immunization/Allergies 
44.   List of Necessary Medications 
45.   Disability Documents 
46.   Living Will 
47.   Dental Records 
48.   Other _________________________

Military 
49.   Current Military ID 
50.   Military Discharge DD 214 
51.   Other _________________________

Other Documents 
52.   ______________________________ 
53.    _____________________________ 
54.   ______________________________