Many clients prefer to keep the physical documents they collect over the years in a file cabinet or even a safety deposit box. Still others like the idea of combining digital and hard copies. The point is to ensure it is complete and organized in such a way that it serves its purpose and easy to access when needed. Consider creating a master document with all of the important information that would be needed should something happen to you and your spouse. Social Security numbers, insurance policy numbers (and contact information), Medicaid information, doctors names and numbers, a list of any medications your child requires and where you typically have those prescriptions filled.