Checklist of Legal, Personal, and Family Documents
By: Source: AARP.org Date Posted: 2005-03-20 12:08:24
Review these lists to determine whether you should store your important documents in a bank safe deposit box, a fireproof box at home, and/or with a trusted lawyer, relative, or friend. Then, as you store each item, check it off. If you stored the item in a place other than the one specified here, please list the alternate place.
Safe Deposit Box at Bank
| X | Document | Alternative Location (If not stored in safe deposit box) |
| Automobile Title | ||
| Back Tax Records | ||
| Birth Certificates | ||
| Certificates of Deposit | ||
| Citizenship and Naturalization Papers | ||
| Copy of Financial Notebook | ||
| Death Certificates | ||
| Education Degrees | ||
| IRA Papers | ||
| Legal Agreements | ||
| Marriage Documents | ||
| Military Discharge Papers | ||
| Passport | ||
| Personal Property Appraisals | ||
| Personal Property Inventory and Pictures | ||
| Property Bills of Sale | ||
| Property Deeds | ||
| Stock and Bond Certificates |
Fireproof Box at Home
| X | Document | Alternative Location (If not stored in fireproof box at home) |
| Cancelled Checks | ||
| Copy of Financial Notebook | ||
| Insurance Policies | ||
| Living Will | ||
| Power of Attorney | ||
| Property Tax Receipts | ||
| Recent Tax Records | ||
| Trust Documents | ||
| Warranties | ||
| Wills and Codicils* (extra copy) |
Documents Being Held by Attorney/Relative/Friend
| X | Document | List Specific Holder of Document |
| Burial Instructions | ||
| Copy of Financial Notebook | ||
| Living Will | ||
| Power of Attorney | ||
| Trust Documents | ||
| Will and Codicils* (copy of original) |
*A codicil is a legal document, made after a will is prepared, that modifies the will.
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