Next of Kin Folder Labels

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- **Legal Documents**
  - Will
    - Last Will and Testament
    - Living Will
    - Codicils or Amendments
  - Power of Attorney
    - Durable Power of Attorney
    - Healthcare Power of Attorney
    - Financial Power of Attorney
  - Trust Documents
    - Revocable Trust
    - Irrevocable Trust
    - Beneficiary Designations
  - Advance Directives
    - Do Not Resuscitate (DNR) Order
    - Physician Orders for Life-Sustaining Treatment (POLST)
- **Medical Records**
  - Past Medical Records
    - Surgical History
    - Hospitalization Records
    - Immunization Records
    - Allergies and Adverse Reactions
  - Current Medical Conditions
    - Diagnoses
    - Treatment Plans
    - Medications
    - Medical Equipment and Supplies
  - Medicare Information
    - Medicare Card
    - Supplemental Insurance
    - Prescription Drug Coverage
- **Financial Information**
  - Bank Accounts
    - Checking Accounts
    - Savings Accounts
    - Certificates of Deposit (CDs)
  - Investments
    - Brokerage Accounts
    - Retirement Accounts (401(k), IRA)
    - Stocks and Bonds
    - Mutual Funds
  - Credit Card Information
    - Card Numbers and Expiration Dates
    - PIN Numbers
    - Customer Service Contact Information
- **Insurance Policies**
  - Health Insurance
    - Policy Number and Group Number
    - Deductibles and Copayments
    - Prescription Drug Coverage
  - Life Insurance
    - Policy Number and Beneficiaries
    - Term or Whole Life
    - Cash Value (if applicable)
  - Home Insurance
    - Policy Number
    - Coverage Amounts
    - Deductibles
  - Auto Insurance
    - Policy Number
    - Coverage Amounts
    - Deductibles
  - Long-Term Care Insurance
    - Policy Number
    - Daily Benefit Amount
    - Elimination Period
- **Tax Documents**
  - Federal and State Tax Returns
  - W-2 and 1099 Forms
  - Property Tax Statements
  - Charitable Donation Receipts
- **Property Records**
  - Deeds
    - Primary Residence
    - Vacation Properties
    - Timeshares
  - Mortgage Documents
    - Loan Agreements
    - Amortization Schedules
    - Payment Records
  - Rental Agreements
    - Lease Contracts
    - Security Deposit Information
    - Landlord Contact Information
- **Personal Documents**
  - Birth Certificates
    - Original and Certified Copies
    - Adoption Papers (if applicable)
  - Social Security Cards
    - Original Cards
    - Replacement Instructions
  - Marriage Certificate
    - Original and Certified Copies
    - Prenuptial Agreements (if applicable)
  - Divorce Papers (if applicable)
    - Final Divorce Decree
    - Property Settlement Agreements
    - Alimony and Child Support Orders
  - Passports
    - Current and Expired
    - Visa and Travel Documents
- **Vehicle Records**
  - Title
    - Original Title
    - Lien Release (if applicable)
  - Registration
    - Current Registration
    - Renewal Notices
  - Maintenance Records
    - Service History
    - Warranty Information
    - Recalls and Technical Service Bulletins
- **Bank Accounts**
  - Checking Accounts
    - Account Numbers and Routing Numbers
    - Online Login Information
    - Checkbooks and Debit Cards
  - Savings Accounts
    - Account Numbers and Routing Numbers
    - Online Login Information
    - Passbooks (if applicable)
  - Certificates of Deposit (CDs)
    - Account Numbers
    - Maturity Dates and Interest Rates
- **Investments**
  - Brokerage Accounts
    - Account Numbers
    - Online Login Information
    - Statements and Trade Confirmations
  - Retirement Accounts (401(k), IRA)
    - Account Numbers
    - Beneficiary Designations
    - Contribution and Distribution Records
  - Stocks and Bonds
    - Certificates (if not held electronically)
    - Purchase and Sale Records
  - Mutual Funds
    - Account Numbers
    - Prospectuses and Annual Reports
- **Income Records**
  - Employment Records
    - Offer Letters and Contracts
    - Pay Stubs
    - Benefits Information
  - Social Security Benefits
    - Annual Statements
    - Benefit Verification Letters
  - Pensions
    - Plan Documents
    - Benefit Statements
    - Payment Records
  - Annuities
    - Contracts
    - Payment Records
    - Beneficiary Designations
- **Debt Records**
  - Mortgage
    - Loan Agreements
    - Amortization Schedules
    - Payment Records
  - Loans
    - Student Loans
    - Auto Loans
    - Personal Loans
  - Credit Card Debt
    - Account Numbers
    - Statements
    - Payment Records
- **Utilities and Home Services**
  - Utility Bills
    - Electricity
    - Gas
    - Water and Sewer
    - Trash and Recycling
  - Service Providers
    - Cable and Internet
    - Phone and Mobile
    - Landscaping and Lawn Care
    - Housekeeping and Cleaning
  - Home Maintenance Records
    - Appliance Warranties and Manuals
    - HVAC Service Records
    - Pest Control Contracts
- **End of Life Wishes**
  - Funeral Instructions
    - Preferred Funeral Home
    - Burial or Cremation Preferences
    - Service and Memorial Details
  - Organ Donation Wishes
    - Organ Donor Registration
    - Advance Directives
  - Obituary Information
    - Biographical Details
    - Photo Preferences
    - Charitable Donation Requests
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