IMPORTANT DOCUMENTS
Use this checklist to keep track of your key papers. Keep them all together (or make note of their location) and place in a safety deposit box, or a trust family member/friend who can retrieve or access them in an emergency.

Insurance
Medicare Card
Secondary Health
Life
Special Care
Long Term Care
Catastrophic Illness
Auto
Home
Other

Legal
Auto Title
Deeds
Guaranties/Warranties
Living Will
Living Trust
Power Of Attorney
Power Of Attorney For Health
Will

Life Events
Birth Certificate
Burial Plot
Funeral Arrangements
Immigration/Naturalization Papers
Marriage /Divorce Papers
Military Papers
Social Security Card

Financial
Bank Notes
Bank Savings Accounts
Bonds
Broker Name/Phone
Certificates Of Deposit
Checking Account
Credit Card List
IRAs
Mortgage Papers
Mutual Funds
Safety Deposit Key/Combination
Stock Certificates
Tax Records
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