Tools & Calculators

Important Documents Locator

A categorized, printable checklist to help you track down and organize your vital personal, financial, and legal documents.

When an emergency happens, the last thing your family wants to do is frantically tear through filing cabinets trying to find a life insurance policy, a bank account number, or a Last Will and Testament.

This Important Documents Locator is designed to help you methodically track down every piece of paper (or digital file) your family might need.

As you find these documents, check them off to watch your Preparedness Score increase! Your progress is automatically saved to your device, so you can leave and come back later.

If you prefer to work offline, simply click the Print Checklist button to generate a clean, paper-friendly version you can carry with you as you search your home.

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Pro-Tip: Safe Storage

Once you have located these documents, it is absolutely critical that they are stored safely.

  • Keep the originals in a fireproof, waterproof safe.
  • DO NOT put your original Will or Advance Directive in a bank Safe Deposit Box, as they are often sealed by the bank upon death, making the documents inaccessible when they are needed most.
  • Give a trusted loved one or executor the combination or key to your home safe.