Any old/current documents such as Wills, financial or health care powers of attorney, etc.

Copies of deeds to home and other real estate that reflect how title is held; approximate value

Names, addresses and telephone numbers of named agents, heirs or beneficiaries

Long term care policies

Income information

Bank/investment account information - approximate value, how titled, beneficiary or payable on death information

Retirement/Annuity information - approximate value, beneficiary information

Life Insurance - list of policies, cash value, death benefit value and beneficiary information

List of debt, liabilities