What documents can you ​upload to DocuGuardian?

Modified on Tue, 1 Apr at 5:33 PM

What documents can you upload to DocuGuardian?

Personal Identification

  • Marriage Certificates

  • Divorce Decrees

  • Adoption Records

  • Citizenship or Immigration Documents

  • Military Identification and Records

Financial Documents

  • Investment Portfolios

  • Retirement Accounts (401(k), IRA, Pension Plans, etc.)

  • Tax Returns (Current and Past)

  • Pay Stubs

  • Loans and Mortgage Documents

  • Digital Wallet or Cryptocurrency Keys

Legal Documents

  • Trusts

  • Power of Attorney (Financial, Medical, or General)

  • Living Will or Advanced Healthcare Directive

  • Guardianship Agreements

  • Prenuptial or Postnuptial Agreements

  • Lawsuits, Settlements, or Legal Agreements

  • Property Deeds or Titles

  • Advanced Directives

Medical Records

  • Health Insurance Policies

  • Immunization Records

  • Medication Lists

  • Doctor and Specialist Contact Information

  • Health History Reports

  • Long-term Care Plans or Agreements

Insurance Policies

  • Life Insurance Policies

  • Health Insurance Cards

  • Auto Insurance Policies

  • Homeowners or Renters Insurance

  • Disability Insurance Policies

  • Travel Insurance Documents

  • Pet Insurance Policies

Property and Asset Documentation

  • Real Estate Deeds and Titles

  • Vehicle Registration and Titles

  • Safe Deposit Box Inventory

  • Inventory of Personal Property

  • Property Tax Documents

Digital Assets

  • Social Media Account Details

  • Email Account Information

  • Online Subscriptions and Memberships

  • Ownership Certificates for Digital Content (e.g., NFTs)

Business and Professional Documents

  • Business Ownership and Licensing Documents

  • Partnership Agreements

  • Articles of Incorporation

  • Employment Contracts

  • Employee Benefits Information

  • Intellectual Property Documents (Patents, Trademarks, Copyrights)

End-of-Life Planning Documents

  • Funeral Plans

  • Burial or Cremation Instructions

  • Memorial Service Preferences

  • Obituary Drafts

  • Letters to Loved Ones

  • Organ Donation Preferences

Educational Records

  • Diplomas and Transcripts

  • Certificates of Achievement

  • Student Loan Documents

Family and Legacy Documents

  • Family Trees and Genealogical Records

  • Photos and Videos

  • Letters or Notes for Family Members

  • Recipes or Traditions to Pass Down

  • Stories or Memories to Share

  • Ethical Wills (Non-financial legacy statements)

Miscellaneous

  • Travel Plans and Itineraries

  • Emergency Contacts and Plans

  • Pet Records (Vaccination History, Microchip Details, etc.)

  • Club or Association Memberships

  • Household Maintenance Records


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