OFM

Vitals Categories & Topics

A complete reference of all vitals categories and the topics they contain — everything you can document for your loved ones.

Everything you can document for the people who matter most. Browse by category to see the topics available to you, or jump to a specific category below.

Personal Messages

Messages for personal use

  • Personal Message — A personal message to be delivered to the recipient

Digital Access & Accounts

Computer, phone, tablet, and other device passwords and PINs

  • Computer/Device Passwords and PINs — Login credentials for computers, phones, and tablets
  • Email Accounts — Access to your email accounts
  • Social Media Accounts — Login information for social platforms

Financial Accounts

Banking, investments, and financial account access

  • Bank Accounts — Checking and savings account information
  • Credit Cards — Credit card accounts and balances
  • Investment Accounts — Investment and brokerage accounts
  • Retirement Accounts — 401(k), IRA, and pension information
  • Cryptocurrency — Crypto wallets and exchange accounts

Recurring Financial Obligations

Bills, subscriptions, and regular payments that will need attention

  • Utilities — Electric, gas, water, and trash services
  • Phone & Internet — Mobile and internet service accounts
  • Insurance Premiums — Auto, health, life, and other insurance premiums
  • Subscription Services — Recurring subscription payments
  • Loan Payments — Auto, personal, and student loan information
  • Recurring Donations — Automatic charitable contributions

Government & Identity Documents

Location and access to official documents and government accounts

  • Social Security — SSN and Social Security account access
  • Tax Information — Tax returns and IRS account access
  • Birth Certificate — Location of birth certificate
  • Marriage/Divorce Certificates — Marriage and divorce documentation
  • Passport — Passport location and details
  • Driver's License — Driver's license information
  • Military Service Records — DD-214 and VA information
  • Professional Licenses — Professional certifications and licenses

Primary Residence

Information about where you live

  • Rental Information — Landlord and lease details for renters
  • Home Ownership — Deed and mortgage information
  • Property Taxes — Property tax account information
  • Home Insurance — Homeowners or renters insurance
  • Home Warranty — Home warranty coverage information
  • HOA Information — Homeowners association contacts and dues
  • Keys & Security Codes — Spare keys and security system access
  • Maintenance Contacts — Trusted home service providers

Vehicles & Transportation

Information about vehicles you own or lease

  • Vehicle Title & Registration — Title location and registration details
  • Auto Loan or Lease — Vehicle financing information
  • RVs & Recreational Vehicles — Motorcycles, RVs, ATVs, etc.
  • Boats & Watercraft — Boat ownership and storage information
  • Vehicle Keys — Spare key locations

Other Property & Assets

Additional property and physical assets

  • Rental/Income Properties — Properties you own and rent out
  • Vacant Land — Undeveloped land you own
  • Storage Units — Rented storage space information
  • Safety Deposit Box — Bank safety deposit box access

Legal Documents

Location of important legal paperwork

  • Will — Location of your last will and testament
  • Trust Documents — Living trusts and other trust paperwork
  • Power of Attorney — POA documents and designated agents
  • Life Insurance Policies — Life insurance coverage details

End-of-Life Preferences

Your wishes for after you are gone

  • Burial vs. Cremation — Your preference for final disposition
  • Cemetery Plot / Columbarium — Pre-purchased burial or niche space
  • Pre-Paid Funeral — Pre-arranged funeral services
  • Memorial Service Preferences — How you want to be remembered
  • Obituary Preferences — Obituary draft or guidance

Professional & Advisory Contacts

People who help manage your affairs

  • Attorney — Your lawyer's contact information
  • Financial Advisor — Investment and financial planner contact
  • Employer / HR Contact — Work contacts for benefits and final pay

Dependents & Caregiving

Information about those who depend on you

  • Minor Children — Information about your children
  • Adult Dependents — Adults who rely on your care or support
  • Elderly Relatives — Parents or relatives you care for
  • Pets — Care instructions for your animals
  • Custody Arrangements — Existing custody orders and agreements
  • Childcare Contacts — Daycare, nannies, and backup care

Business & Professional Affairs

For business owners, freelancers, or those with professional obligations

  • Business Ownership — Documentation of business ownership
  • Operating/Partnership Agreements — Business governance documents
  • Contracts for clients — Active client contracts and commitments
  • Vendors & Suppliers — Key business vendor contacts
  • Employees & Payroll — Employee and payroll information
  • Business finances — Business bank accounts, credit lines, and financial relationships
  • Intellectual Property — Patents, trademarks, and copyrights
  • Licensing Agreements — Active licensing arrangements
  • Succession plan — Who takes over the business, on what trigger, with what authority
  • Taxes — Business tax classification, advisor contacts, and record locations
  • Carriers / strategic partners — Critical external partners the business depends on
  • Systems (Canva, CRM, etc.) — Critical software systems the business runs on
  • Contracts for vendors — Agreements the business holds with vendors and suppliers
  • Property / leases — Locations the business owns or leases — offices, storefronts, equipment
  • Passwords (business-specific) — Business-context credentials and how to access them
  • Insurance — E&O, liability — Business insurance policies (E&O, general liability, cyber, workers comp)

Healthcare & Medical

Medical information that may be needed

  • Primary Care Physician — Your main doctor's information
  • Specialists — Other doctors you see regularly
  • Current Medications — Medications and pharmacy info
  • Medical History — Conditions, surgeries, and history
  • Health Insurance — Insurance coverage information
  • Medical Records Access — How to access your medical records
  • Allergies & Critical Info — Allergies and emergency health info
  • Mental Health Providers — Therapists and psychiatric care

Digital Legacy

What happens to your online presence

  • Social Media After Death — Preferences for each platform
  • Accounts to Delete vs. Preserve — Which accounts to keep or remove
  • Digital Photos & Videos — Location of photo and video libraries
  • Personal Website/Blog — Website management instructions
  • Online Community Memberships — Forums and communities to notify
  • Digital Creative Works — Writing, music, art, code you created

Whistleblower & Disclosure

For those holding information to be released under specific circumstances

  • Evidence Location — Where documentation is stored
  • Secure Storage Access — Credentials to access secured evidence
  • Context Document — Explanation of evidence significance
  • Trusted Media Contacts — Journalists or outlets to contact
  • Advocacy Organizations — Organizations to receive information
  • Legal Counsel — Attorney familiar with the matter
  • Release Instructions — When and how to release information
  • Chain of Custody — Documentation of evidence handling
  • Corroborating Witnesses — People who can verify information
  • Personal Statement — Your sworn account of events

Emergency Preparedness

For those who have made preparations for disruption or disaster

  • Emergency Supply Caches — Location of stored supplies
  • Safe House / Rally Points — Secure locations to go in emergency
  • Access Codes — Codes for secured locations
  • Off-Grid Communications — HAM radio, satellite devices, etc.
  • Survival Equipment — Bug-out vehicles and gear
  • Food & Water Storage — Emergency food and water supplies
  • Trusted Network — Emergency contacts and allies
  • Maps & Routes — Evacuation routes and navigation
  • Medical Supplies — Emergency medical cache
  • Defensive Equipment — Legally owned firearms and security
  • Backup Identity Documents — Certified copies and backup IDs

Immigration & Deportation Contingency

For those at risk of sudden separation from family or removal from the country

  • Immigration Attorney — Legal representation for immigration
  • Power of Attorney — POA for if you are detained
  • Emergency Guardianship — Guardianship documents for children
  • Consulate/Embassy Contact — Contact information for your consulate
  • Family in Country of Origin — Family contacts in your home country
  • Financial Access for Family — How family can access finances
  • Immigration Documents Location — Where all immigration papers are kept
  • Children's Records — School and medical records for kids
  • Children's Care Instructions — Daily routine and care details
  • Employment Continuity — Work and business instructions
  • Message to Children — Explanation for your children
  • Community Support Contacts — Local community helpers
  • Legal Defense / Bond Fund — Resources for legal costs and bail

Travel

Trip-specific info: itinerary, medical packet, ID summary

  • Travel ID Summary — Passport and driver's license info, organized for travel
  • Travel Medical — Medical info to keep handy while traveling
  • Travel Itinerary — Trip details: flights, hotels, tours, and more

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