DOCUMENT LOCATOR:
The space in the boxes may not be sufficient for you to list all account numbers, pins, access codes, passwords, etc. Use this as a guide to know where the documents can be found. Detail on a separate piece of paper or in a notebook all pertinent information. Be as comprehensive as you can in listing all items under each category. It is also important to keep original documents in a fireproof vault. Make photocopies of these important documents, keeping them in a fireproof safe box at home so that you will have them as you need them.
DOCUMENT
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LOCATION:
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Birth Certificate |
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Citizenship Papers |
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Passport |
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Driver's License(s) |
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Social Security Card |
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Medicare Card |
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Medical Assistance Card |
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LTC - Long Term Care Insurance |
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Home Care Insurance |
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Health Insurance Policy & Card |
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Cancer Insurance Policy Or Special Insurances |
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Disability Insurance Card |
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Safe Deposit Box (Key(s)
Name & Address Of Bank |
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Checkbook & Account#
Name & Address Of Bank |
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Banking By Phone, Pin & Account Numbers, Online Banking, Computer |
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Electronic Fund Transfer Accounts (ETA) |
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All Automatic Bill Payment Information |
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Savings Or Money Market Book
Name & Address Of Bank |
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Certificates For CD's, Stocks, Treasury Notes, Bonds, Mutual Funds, IRA's, 401K's |
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Annuities |
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Life Insurance Policies-Name, Policy #'s & Address & Names Of Beneficiaries |
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Personal Properties-Jewlery, Boats, Furniture, Etc. |
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Loans, Debts, Credit Cards, Debit Cards, Loan Installment Accounts, All Charge Accounts |
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Business Banking Information & Loans |
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Credit Union Information |
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Foreign Bank Accounts & Holdings |
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Cash, Traveler's Checks |
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Home Insurance Policy- Name, Policy #'s & Address |
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Income Tax Returns |
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Will, Special Bequests |
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Living Will-Advanced Directives |
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Durable Power Of Attorney For Health Care |
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Durable Power Of Attorney |
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Health Care Directives |
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Pension & Retirement Fund Information |
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Marriage License |
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Divorce / Separation Decrees |
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Mililtary Records |
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Property Deeds & Titles |
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Mortgage |
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Outstanding Lien Against Property(s) Information And Paid Liens Against Property(s) |
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All Auto Titles / Registration |
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Auto Insurance Policy(s) |
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Letter Of Instructions In Case Of Death, Beneficiaries, Etc. |
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Funeral Instructions & Funeral Insurance |
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Burial Property Certificate |
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Websites, Voice Mail, Email Addresses, Cash Station, Property |
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Home Safe |
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Business Safe |
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Trust Funds |
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Donor Arangements |
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Autopsy Arangements |
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Real Estate Investment Insurance Policy |
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Renter's Insurance Policy |
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Business Insurance Policies |
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Liability Insurance Policies |
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Club Memberships & Cards & Organization Memberships |
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Personal Contracts & Agreements |
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Medical History |
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Adoption Papers |
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Schools Diplomas, Records & Degrees |
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Dependents |
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Grown Children No Longer Dependents |
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Home Inventory- Fixtures, Furniture, Applicances, Equipment |
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Personal Valuables Inventory - Jewelry, Art, Collections, Clothes, Mementos, Antiques |
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Address Books |
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Business Inventories |
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All Warranties |
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Other |
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