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> list legal documents file checklist
list legal documents file checklist
Personal Documents
Birth certificate
Social Security card
Passport
Driver's license
Marriage certificate
Divorce decree
Will
Trust documents
Power of attorney
Healthcare directive
Property Documents
Deeds
Titles
Mortgage documents
Homeowners insurance policy
Property tax records
Rental agreements
Leases
Property appraisal reports
Home warranty documents
Home inspection reports
Property survey documents
Property improvement permits
Homeowners association (HOA) documents
Property maintenance records
Property insurance policies for rental properties
Property management agreements
Financial Documents
Bank statements
Investment accounts
Retirement account statements
Tax returns
W-2 forms
Insurance policies
Loan agreements
Credit card statements
Business Documents
Business licenses
Articles of incorporation
Partnership agreements
Contracts
Employee agreements
Financial statements
Tax filings
Lease agreements
Intellectual property documents (patents, trademarks, copyrights)
Insurance policies
Business permits
Operating agreements
Non-disclosure agreements
Employee handbooks
Vendor contracts
Shareholder agreements
Miscellaneous Documents
Personal letters
Certifications
Licenses
Receipts
Medical records
Education records
Employment records
Legal correspondence
Insurance policies
Vehicle titles
Wills and trusts
Power of attorney documents
Contracts and agreements
Court documents
Tax records
Adoption papers
Immigration documents
Military records
Social security card
Birth certificates
Marriage certificates
Divorce papers
Passports
Visa documents
Homeowner's insurance policy
Vehicle insurance policy
Pet records
Vehicle maintenance records
Home improvement receipts
Important emails or communications
Important Contacts
Lawyer
Financial advisor
Insurance agent
Accountant
Executor of estate
Family members
Doctors
Employer
Real estate agent
Bank representative
Investment manager
Tax preparer
Retirement planner
Business partners
Landlord or property manager
Utility companies
Emergency contacts
Veterinarian (if you have pets)
Home security company
Childcare provider or school contacts
Close friends or neighbors
Social worker or caregiver (if applicable)
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