Checklist
Important Documents Checklist
A printable checklist of the identity, legal and financial documents your family will need to find, and where to note that each one is kept.
Last reviewed: 1 September 2026
0 of 16 tasks completed
Gather these in one place. Note where each document is kept — never write account numbers, PINs or passwords here.
Identity and personal
Legal
Money
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When Someone Dies Guide provides general information and practical tools for educational purposes. It does not provide legal, financial, tax or medical advice. Rules and fees can change, and individual circumstances differ. Where appropriate, users should check current information with GOV.UK or a suitably qualified professional.