The Senior Desk · Print it · Fill it in by hand · Keep it

The “where everything is” inventory — print it and fill it in by hand

A printable one-page sheet you fill in by hand and leave where your family can find it: where your documents are, who to call, and which institutions hold your accounts and policies. Offline by design — there is nowhere to send it and The Senior Desk keeps no copy. Prints to one page and needs no JavaScript.

To print: use your browser's Print command (Ctrl-P on Windows, Command-P on a Mac). It is built to fit on one page.

Where everything is

The one page my family will be glad they found.

The basics

Your full legal name

Date you filled this in

Where this sheet is kept

Your documents — and where the originals are

Original will is kept at

Durable power of attorney is kept at

Health care surrogate / living will is kept at

Trust documents (if any) are kept at

Safe-deposit box is at (bank & branch)

Safe-deposit box key / access is

People to call

Personal representative (executor) — name & phone

Power-of-attorney agent — name & phone

Health care surrogate — name & phone

Attorney — name & phone

Financial advisor — name & phone

Insurance agent — name & phone

Accountant / tax preparer — name & phone

Accounts & policies — institution and how to reach them

Life insurance company & policy number

IRA / retirement custodian(s)

Workplace plan (401(k)/403(b)/pension) — plan & contact

Bank(s) & credit union(s)

Brokerage / investment firm(s)

Annuity company

Health savings account (HSA) custodian

Everyday & digital

Where bills / statements are kept

Where passwords are kept (not written here)

Who to call first

Keep this current. Update it whenever an account, a person, or a document changes.

Families routinely cannot find any of this in the moment they need it. One filled-in page fixes that — and none of it is stored by anyone but you.

When you need documents drawn up

Preparing or reviewing a will, a trust, a power of attorney, or a deed is legal work, and it belongs to a licensed Florida attorney. If you do not have one, The Florida Bar runs a free Lawyer Referral Service that points the public to Florida lawyers: floridabar.org or 800-342-8011.

We receive nothing for pointing you there — no payment, no commission, no share of anything the attorney charges. Florida's rules forbid a lawyer from splitting a client's payment with a non-lawyer, and we would not take it in any case. The referral is free, and it stays free of us.

Keep going

We show you what to check. What you find is yours.
— The Senior Desk