List from Dave Ramsey:
Legacy Box:
Executive Summary
Legacy Letters
Birth Certificates, Social Security Cards, Marriage Certificate and Passports
Insurance Information (auto, homeowner’s, renter’s, health, long-term care, identity theft protection and life insurance)
Estate Plan
Power of Attorney Forms
Wills and Funeral Instructions
Financial Accounts Log
Safe Deposit Log
Monthly Budget
Tax Returns
Money Market and Mutual Fund Statements
College Funds
Retirement Funds
Rental Property Summary
Car Titles
Home Ownership Records
Passwords and Combinations