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
Comments (2)Subscribe to CommentsComment