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> Documents Checklist.
Documents Checklist.
Personal Documents
Birth certificate
Passport
Social Security card
Driver's license
Marriage certificate
Divorce papers
Adoption papers
Citizenship or naturalization certificate
Will or living trust
Power of attorney documents
Medical records
Immunization records
Education certificates or diplomas
Employment contracts or offer letters
Financial Documents
Bank statements
Credit card statements
Tax returns
Pay stubs or proof of income
Mortgage or rent agreements
Property deeds or titles
Insurance policies
Investment statements
Retirement account statements
Loan agreements
Receipts for major purchases
Legal Documents
Legal agreements or contracts
Court orders or judgments
Rental or lease agreements
Business licenses or permits
Trademark or patent documents
Lawsuits or settlement papers
Insurance claims or policies
Non-disclosure agreements
Partnership agreements
Medical Documents
Health insurance cards
Prescription records
Medical bills
Doctor or specialist referrals
Medical test results
Treatment or surgical records
Disability or FMLA paperwork
Health care proxy or living will
Advance directives
Miscellaneous Documents
Vehicle registration
Vehicle insurance
Utility bills
Internet or phone bills
Membership or subscription documents
Travel itineraries or tickets
Personal letters or correspondence
Receipts for tax-deductible expenses
Important contact information
Any other relevant documents specific to your needs
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