Learn more about creating an Everplan at www.everplans.com.
© 2020 Beyond
ly, Inc. This guide shouldn't be taken as legal, financial or medical advice.
Page 1 of 7
Checklist: Documents To Gather
Before You Start Your Everplan
Getting Started
Here are some of the essential documents, accounts, and types of information you
should organize and have at the ready before setting up an Everplan.
This checklist includes the following:
Important Contacts
Important & Official Documents
Financial Accounts & Assets
Home & Vehicle Information
Identification
Digital Estate & Asset Information
Remember
Create an Everplan to easily and securely update and share this vital info with the
people you love and t
rust.
Important Documents Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2020 Bey
ondly, Inc. This guide shouldn't be taken as legal, financial or medical advice.
Page 2 of 7
Important Contacts
Emergency Name/Info:
Work Name/Info:
Doctor Name/Info:
Financial/Accountant Name/Info:
Insurance Agent Name/Info:
Lawyer Name/Info:
Other Name/Info:
Other Name/Info:
OFFICIAL DOCUMENTS
Advance Health Care Directive(s) Power Of Attorney
Trusts Will
Insurance Policy Other:
IDENTIFICATION / VITAL DOCUMENTS
Birth Certificate Driver’s License
Social Security Card Armed Forces ID / Discharge Papers
Passport Citizenship Documentation
Marriage Certificate Divorce Decree / Settlement Info
Other (Example: Club Memberships, State ID card):
Important Documents Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2020 Bey
ondly, Inc. This guide shouldn't be taken as legal, financial or medical advice.
Page 3 of 7
INSURANCE INFO
Life Insurance Health Insurance Car Insurance
Home Insurance Renters Insurance Long-Term Care Insurance
Funeral Insurance Disability Insurance Disaster Insurance
Other Insurance Policies (Example: Umbrella, Personal Articles):
BANK ACCOUNTS / MORTGAGE / LOANS
Have a recent account statement for each, location of related items (example: checkbooks, passbooks), and
account/login and password for online management.
Checking Savings
Money Market Certificate Of Deposit (CDs)
Mortgage Info Loan Info
Other (Example: Debit Card, Promissory Note):
CREDIT CARDS
Have a recent account statement for each account and login/password for online management.
American Express Last 4 Digits: Exp. Date:
Discover Last 4 Digits: Exp. Date:
Mastercard Last 4 Digits: Exp. Date:
Visa Last 4 Digits: Exp. Date:
Other:
Important Documents Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2020 Bey
ondly, Inc. This guide shouldn't be taken as legal, financial or medical advice.
Page 4 of 7
INVESTMENTS / PENSIONS / BENEFITS
Have a recent statement for each account, as well as login info and password for online management.
Stocks Bonds
Mutual Funds Military Benefits
401(k) 403(b)
IRA Roth IRA
Pension (SEP / SARSEP) 529/College Savings
Other (Example: Trust Fund, Specific Employee Benefits):
PROPERTY DEEDS / TITLES
Real Estate (owned) Real Estate (rented/leased)
Motor Vehicles Boats
Other:
HOUSEHOLD UTILITIES
Have a recent account statement for each utility, as well as contact info if applicable.
Electricity Gas
Water Heating Oil
Phone HVAC
Cable Septic
Internet Garbage
Landscaping Cleaning Service
Plumber Exterminator
Electrician Home Automation
Other (Example: Decorator, Pool Cleaner…)
Important Documents Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2020 Bey
ondly, Inc. This guide shouldn't be taken as legal, financial or medical advice.
Page 5 of 7
UNLOCKING ELECTRONICS / SECURITY
Ensure someone you
trust knows how to access the following.
Mobile Phone Computer(s) Tablet
Home Security Password Manager Wi-Fi
Other:
DIGITAL ACCOUNTS
/ SERVICES
Be prepared to identify all of the following digital accounts and services you use.
Email Entertainment (Video / Music / Gaming)
Cloud Storage Food / Delivery
Health / Medical (medication) Messaging / Voice-over-IP
Money Management Shopping
Social Media Software Licenses
Travel / Ticketing Web Hosting / Blogging
Other (Example: Photography, Organization, Productivity…):
MISCELLANEOUS IMPORTANT INFO
Dependents (Children, Special Needs) Magazine/Newspaper Subscriptions
Pets (Vet, Diet, Guardian, Insurance) Collectibles (coins, stamps, memorabilia)
Other:
Important Documents Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2020 Bey
ondly, Inc. This guide shouldn't be taken as legal, financial or medical advice.
Page 6 of 7
LEGACY / AFTER I’M GONE
Things you should think about even if you haven’t done any planning yet.
Decide among: Burial / Cremation / Donation
Funeral / Memorial Preferences
Contracts / Prepaid Arrangements (Example: cemetery plot
information) Obituary Preferences and info, which typically includes:
o Date/place of birth:
o Date/place of marriage:
o Parent’s names:
o Education (schools/degrees):
o Military/Public service (honors, awards, achievements):
o Employment (titles, awards, achievements):
o Organization affiliations (religious, cultural, civic):
o Special accomplishments:
o Hobbies and Interests:
Letters For Family/Friends (list names of people you want to write a personal letter)
Important Documents Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2020 Beyondly, Inc. This guide shouldn't be taken as legal, financial or medical advice.
Page 7 of 7
NOTES & PERSONAL THOUGHTS
Use this section for any important information, personal thoughts, or anything we may have missed.
Remember, you can do this all online. Create an Everplan so this info, along with much more, is neatly
organized, securely stored, and easy to
share with the people you care about most.
CREATE YOUR FREE EVERPLAN NOW: www.everplans.com
Create, store, and share all of the digital and online account information in this document (and so much
more) in a personalized Everplan so it’s accessible to those who will need it.
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