An essential part of financial strategies or programs is knowing where
everything is!
We hope this list will help.
The Location of My Important Papers
Document Location |
Document Location | |
| Will (original) | Savings passbooks | |
| Spouse's will (original) | List of credit cards | |
| Money accounts: | Stock certificates | |
| Checking | Mutual funds | |
| Cemetery plot deed | Bonds | |
| Savings | Other investments | |
| Burial instructions | Keogh or IRA records |
|
| Bank statements | Annuity contracts | |
| Copy of will | Stock-option plans | |
| Copy of spouse's will | Stock-purchase plans | |
| Cancelled checks | Profit-sharing plans | |
| Checkbooks | Automobile | |
| Insurance policies: | Birth certificates | |
| Life | Marriage certificate | |
| Health | Children's birth certificates | |
| Accident | Adoption papers | |
| Homeowners | Divorce records | |
| Business | Retirement plans | |
| Military discharge | Titles | |
| Trust agreements | Autos | |
| Partnership agreements | Land | |
| Incorporation papers | Tax returns: | |
| Federal income | Rental property records | |
| State income | Notes and loans | |
| Federal gift | Safety deposit box | |
| State gift | List of memberships | |
| Federal estate | List of special bequests | |
| State inheritance | Safe deposit box key | |
| Safe combination | Other |
Need a little help with the form?
Click on each entry for more information
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*Applies to Residents of Georgia Only*
Curtis L. Turner III CLU, ChFC
P.O. Box 669814
Marietta, GA 30066
(770) 992-5313 (Fax)