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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