Keep Track of Important Papers

Locations of Important Papers and Information 

 

Item

Location

Contact

Last will and testament

 

 

Durable power of attorney for finances

 

 

Medical directives

 

 

Trust documents

 

 

Insurance policies

 

 

Insurance policies

 

 

Insurance policies

 

 

Insurance policies

 

 

Income tax returns

 

 

Investment records

 

 

Retirement plan documents

 

 

Real estate deeds & mortgages

 

 

Funeral arrangements

 

 

Passports

 

 

Divorce or custodial papers

 

 

Safe deposit box

 

 

Stock certificates or bonds

 

 

Employment contracts

 

 

Business agreements

 

 

Health records

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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