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Important Documents! What to Keep and Where...

Real Estate Agent with Berkshire Hathaway HomeServices Towne Realty 0220 184083
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

Posted by
All my best,
Myra Spano, REALTOR®

About the Author:
Myra Spano is a service and results oriented real estate agent with her client’s goals as top priority. Myra is recognized as a top producing agent in her office in Virginia Beach and enjoys working with both buyers and those selling their homes.
For information about purchasing a home in Virginia Beach, visit her website. This site is focused on homes available for sale in Hampton Roads, Virginia. Email, call or text to make an appointment begin your home search.
If you are considering selling your home in Virginia Beach or one of the surrounding areas, visit the seller’s website to request a Free Market Analysis of your property.
Myra Spano & Berkshire Hathaway HomeServices Towne Realty is awaiting to provide the real estate guidance you need. Contact Myra now to make your home dreams come true!
Tina Merritt
Nest Realty - Blacksburg, VA
Virginia Real Estate

Also in the Grab 'n Go box....pet papers (proof of shots).  Great list Myra!

Tina in Virginia

Oct 20, 2009 12:10 PM
Jane Cross
Homes By Cross serving Charlotte NC Real Estate Needs - Charlotte, NC

Myra, That is an excellent little check off list. I have always kept certain things in a certain file, but this is a great compilation!

Dec 09, 2009 11:07 AM