Use this checklist to help make your emergency folder for if something were to happen to you or your partner/loved one

First

• [ ] What to do first
• [ ] Who to contact

Legal and decision making

• [ ] Will
• [ ] Trust
• [ ] Power of Attorney
• [ ] Healthcare directive

Identification and records

Copies of

• [ ] Birth certificate
• [ ] Social security card
• [ ] Marriage certificate
• [ ] Driver’s license
• [ ] Recent tax returns

Financial snapshot

• [ ] List of all accounts
• [ ] Credit cards & loans
• [ ] Where money is held