Use the following personal checklist as a guide for identifying, collecting, and organizing important records, documents, and instructions. Use the Personal Inventory form on the next few pages to fill in more details about the documents and records that you have.

Personal checklist for (your name here):

For a quick reference, place a check in the box next to the items that you have. You may have all, several, or just one or two of the items listed below. If you feel that some of the unchecked items may be important to you and/or your family, it may be helpful to talk with your family, doctor, clergy, lawyer, or insurance agent about the specific benefits of that item before making a decision.

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