Important Documents! What to Keep and Where...

What to Keep Where!


Important documents are just that... IMPORTANT!  
They need to be safeguarded...


Here is a simple list I collected together for your to print and use!


Grab-and-Go Case

• Will and/or trust documents
• Powers of attorney
• Insurance policies
• Contact list
• Investment statements
• Tax returns
• Copies of birth/marriage certificates
• Social Security cards
• Passports and other identification docs
• List of prescriptions you take
• Emergency cash
• Safe combination
• Safe-deposit box keys
• Copy of driver's license
• Computer user names and passwords
• List of checking/saving account numbers
• List of credit card numbers and info

Safe-Deposit Box

• Copies of will and/or trust
• Copies of powers of attorney
• List of insurance policies
• List financial account numbers
• Family birth, marriage and death certificates
• Adoption papers
• Citizenship papers
• Military service records
• Loan agreements
• Certificates of deposit
• Real estate deeds
• Vehicle titles
• Mortgage paperwork
• Stock and bond certificates
• Inventory of home contents
• Jewelry/precious metals
• Employment contracts/business agreements
  

Friend, Relative or Trusted Adviser

• Paper or digital copies of documents in your grab-and-go case
• Your emergency contact information
• Contact list for heirs and advisers