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Money Blueprint App · Financial Foundations
Financial Document Checklist
Everything to gather and store safely: IDs, policies, account statements, estate paperwork, with a place to note where each lives.
Identity & income
- Birth certificates and Social Security cards
- Passports and driver's licenses
- Recent pay stubs (last 2 months)
- Last two years of tax returns
Accounts & protection
- Bank and brokerage statements
- Retirement plan statements
- Life, health, auto and home policies
- Beneficiary designations confirmed
- Mortgage, lease or title documents
Estate basics
- Will
- Financial power of attorney
- Healthcare directive
- Trust documents, if any
- List of digital accounts and passwords
Where it lives
| Document | Location | Who else knows |
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| 1. | | |
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| 2. | | |
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| 3. | | |
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| 4. | | |
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| 5. | | |
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