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Insurance & Document Locator

Record where important legal, medical, identity, property, and insurance documents are kept without copying sensitive numbers.

2 pages · US Letter · Print in color or grayscale · Fill in by hand

Preview of the two-page Lighthouse Insurance and Document Locator printable

Help trusted people find the right document quickly

A caregiver may know exactly where every paper is kept, but a backup helper or health care agent may not. A locator provides the map without duplicating private documents or sensitive identifying numbers.

The printable covers health care and financial powers of attorney, advance directives, POLST or MOLST forms, DNR orders, wills, trusts, identity records, property documents, insurance cards, and the people who hold copies.

Create a locator without creating a security risk

  1. Write where originals and copies are kept and who should be contacted—not what the documents say.
  2. List insurance company names, service numbers, and card locations without member or policy numbers.
  3. Review document locations after a move, legal update, insurance change, or new health care decision.

This locator is not a legal document and does not replace official records or advice from a qualified professional.