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What to Keep Where

Use this checklist to keep track of where you should keep your important documents.

In your safe deposit box

  •      Birth certificates
  •      Certificates of deposit
  •      Citizenship and naturalization papers
  •      Copy of financial notebook
  •      Death Certificates
  •      Education degrees
  •      IRA papers
  •      Legal agreements
  •      Marriage/divorce documents
  •      Military discharge papers
  •      Property bills of sale
  •      Property deeds
  •      Personal property appraisals
  •      Personal property inventory and pictures
  •      Stock and bond certificates
  •      Vehicle titles

 

In a fireproof box at home

  •      Financial power of attorney
  •      Insurance policies
  •      Living will
  •      Medical power of attorney
  •      Property tax receipts
  •      Trust documents
  •      Product warranties
  •      Wills

 

Copies with your attorney, relative, friend or agent

  •      Burial instructions
  •      Financial plan
  •      Financial power of attorney
  •      Medical power of attorney
  •      Living will
  •      Trust documents
  •      Wills

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