LEGACY · DOCUMENTS · FREE DOCUMENT INDEX
Family Document Index
Organize important family documents and record where they are kept so they can be found and handed over safely.
Getting started
Work through the checklist at your own pace. It is not saved; it starts over when you close this page.
- Read through the list first.
- Check only items you have actually completed.
- Note questions for a professional outside this webpage.
Never enter passwords, account numbers, or national ID numbers on this page.
Your checklist
What Is a Family Document Index?
A document index is a simple guide to where important records are kept, such as household registration, land deeds, insurance policies, ownership records, marriage certificates, and medical documents. It helps family members find the records when needed. This free checklist helps you create that index.
What This Checklist Helps You Organize
- Group identity and civil-registration documents.
- Record where land and property ownership documents are kept.
- Gather health, life, and other insurance policy records.
- Create a list of emergency contacts and other people to coordinate with.
How the Checklist Tracks Progress
The checklist uses a document-indexing approach to show which records have been organized and where they are stored.
Checklist Scope
This free tool helps you create a document index. For a checklist about online accounts and digital files, see the Digital Legacy Checklist.
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Frequently Asked Questions About Document Indexing
Which documents should I include in the index?
Household registration, national ID, land deeds, lease or loan agreements, insurance policies, a will, and medical records.
Do I need to upload photos or scans of my documents?
No. You do not need to upload anything. Use this page to check items and note where documents are stored, on paper or on your computer.
What should I do if an important document is lost?
The index can help you identify which record is missing. You may then report the loss and request a certified copy from the district office or the agency that issued it.
Who should know about the document index?
Share it only with one or two people you trust most, such as a spouse or an adult child.
Can I use the tool on a phone?
The checklist runs in your browser. Information saved in the User Portal remains in the browser on this device.
How should I group documents so they are easy to find?
Use four groups: personal documents, property documents, insurance and medical records, and contracts and financial records.