Getting Started: Key Documents to Scan

These are the critical documents for emergencies like accidents, or medical crises, and are also useful when you travel. Getting them scanned and added to LifeHub helps you be prepared.

They ensure someone can identify you, manage your property, access accounts, and act on your behalf.

☐ Driver’s license

☐ Passport

☐ Social Security card

☐ Birth certificate

🔐 Why? These verify identity, and citizenship.

☐ Mortgage or lease agreement

☐ Property deed or title

☐ Recent property tax statement

☐ Utility account statements (electric, water, gas)

☐ HoA or other association agreements

☐ Security system contract or details (if applicable)

💡 Tip: Store any key documents about ownership, value, or protecting your home.

☐ Vehicle title or lease agreement

☐ Vehicle registration

☐ Loan details (if applicable)

☐ Recent inspection or service records (optional)

🧭 Why? Enables someone to manage, insure, or sell your vehicle if needed.

☐ Bank account statements (checking/savings)

☐ Credit card statements

☐ Retirement account info (401k, IRA)

☐ Investment account summaries

☐ Loan documents (personal, student, business)

💬 Tip: Include recent statements, account numbers, and institution contact info.

☐ Will or Trust

☐ Power of Attorney (financial and medical)

☐ Advance Health Care Directive / Living Will

☐ HIPAA release form

📂 Why? These allow others to make decisions, pay bills, and follow your wishes.

☐ Life insurance policy

☐ Health insurance policy and cards (front and back)

☐ Homeowners/renters insurance policies

☐ Auto insurance

☐ Disability insurance (if applicable)

📝 Tip: Include contact info for the insurance agent or provider.

☐ Vaccination records

☐ Current medications list (names, dosages, prescribing doctor)

☐ Chronic conditions or recent diagnoses

☐ Recent procedures or hospitalizations summary

💡 Tip: Keep a medication list updated regularly—this can save critical time in an

emergency room.