![](https://cdn.prod.website-files.com/639cbaa4212d86d8c2e061f6/64a715038de39b29ec4f5e17_personal1.png)
Personal
Family, pets, personal history, and wisdom to pass along to the next generation.
![](https://cdn.prod.website-files.com/639cbaa4212d86d8c2e061f6/64a71503870b4648f64639e2_legal1.png)
Legal
Estate planning, marriage (and divorce), business documents and succession plans.
![](https://cdn.prod.website-files.com/639cbaa4212d86d8c2e061f6/64a71503eb48749dc7fb61cb_financial1.png)
Financial
List of assets and debts to make clear inventories and avoid discovery efforts.
![](https://cdn.prod.website-files.com/639cbaa4212d86d8c2e061f6/64a71504cadca05e4b7b13d3_insurance1.png)
Insurance
Life, home, auto, and health insurance policies and beneficiaries.
![](https://cdn.prod.website-files.com/639cbaa4212d86d8c2e061f6/64a715048de39b29ec4f5ed5_taxes1.png)
Taxes
Historical state and federal tax returns and supporting documents.
![](https://cdn.prod.website-files.com/639cbaa4212d86d8c2e061f6/64a71503f1ad1cfd4708ddef_property1.png)
Property
Vehicles, real estate, and other property to create a Personal Property Memorandum.
![](https://cdn.prod.website-files.com/639cbaa4212d86d8c2e061f6/64a71504474504c5669819ad_digital1.png)
Digital
Social media, cloud storage, photo services, and more digital assets.