IMPORTANT DOCUMENTS CHECKLIST

Date Prepared: Safe Deposit Box Location:

Document Mobile Safe Box Safe Deposit Box Notes

Appraisals
8:00 -of9:00
Personal Possessions

Appraisals of Real Property

Automobile Title

Automobile Registration

Bank Statements-Current Year

Bank Statements-Last 3 Years

Bills - Recent Copy (Power, Water,

Gas, etc.)

Birth Certificates/Adoption Papers

Burial Plot Papers

Cash (Small Amount)/Traveler's

Checks

Charge Account Records

Computer Backup - Mobile Hardrive

(Important Files)

Contacts List

Checkbook Records, Including

Canceled Checks (for 3 years)

Credit Card Statements (for 3 years)

Debt Contracts

Notes:

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 IMPORTANT DOCUMENTS CHECKLIST
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Document Mobile Safe Box Safe Deposit Box Notes

Deeds-Current Property/Closing
8:00 - 9:00
Statements

Deeds-Sold Property

Divorce Papers

Durable Power of Attorney

Educational Records/ Diplomas/

Transcripts

Employment Papers/Information

Funeral Plans

Healthcare Power of Attorney

Household Inventory List/Video

Insurance Papers-Medical

Insurance Papers-Long-term Care

Insurance Papers-
Home/Property/Flood/Earthquake

Insurance Papers-Auto

Insurance Papers-Liability (Umbrella

Policy)

Insurance Papers-Life

Insurance Papers-Disability

Notes:
 IMPORTANT DOCUMENTS CHECKLIST
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Document Mobile Safe Box Safe Deposit Box Notes

Investment
8:00 -Records-Bonds
9:00

Investment Records-Stocks

Investment Records-Others

Letter of Last Instructions

Living Will

Marriage Licenses/Certificates

Medical Records/Medications List

Military/Discharge Papers

Naturalization or Residency Papers

Passport

Pet Records/Papers

Photos of family members and pets

for re-identification

Power of Attorney

Prenuptial Agreements

Religious Records

Retirement/Pension Records

Notes:
 IMPORTANT DOCUMENTS CHECKLIST
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Document Mobile Safe Box Safe Deposit Box Notes

Safety Deposit
8:00 Box Key/Other Keys
- 9:00

Social Security Card

Tax Returns & Supporting Documents

- Current Year
Tax Returns & Supporting Documents
Previous 3 Years
Tax Returns & Supporting Documents
- 3-6 Years Old

Trust Documents

Warranties, Guarantees

Wills

Notes: