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