Date____________
We will list four possible locations. Each asset should be (or should be placed) in one
of these areas. Some areas have more than one location. For example, if your will is at your
home in your safe, you would circle "B" and write "1". Be sure to note each location of an
item if there is more than one.
Locations
A. Safe deposit box located at ___________________ Bank, box#
B. Residence: (1) Safe
(2) File Cabinet
(3) Desk
(4) Other:
C. Business office: (1) Safe
(2) File Cabinet
(3) Desk
(4) Other:
D. Personal handbook, which is located___________________________
E. With attorney: Name______________________ Phone_____________
F. Other:
G. I do not have one of these.
Bank Records:
List of all savings/check accts
Bank statements
Cancelled checks
Checkbooks
Certificates of deposit
Savings passbooks
Insurance Policies
Property and casualty
Health
Life, Individual
Life, Group
Other Insurances
Other death benefits
Investments
Bonds and list of bonds owned
Brokerage account records
Mutual fund records
Partnership agreements
List of partnerships
Record of securities
Stock certificates
Stock option plans
T-bills
Children's Assets
Savings accounts
Brokerage accounts
Mutual fund records
Prepaid college records
Trust/custodial account records
A
A
A
A
A
A
B___
B___
B___
B___
B___
B___
C___
C___
C___
C___
C___
C___
D
D
D
D
D
D
E
E
E
E
E
E
F
F
F
F
F
F
G
G
G
G
G
G
A
A
A
A
A
A
B___
B___
B___
B___
B___
B___
C___
C___
C___
C___
C___
C___
D
D
D
D
D
D
E
E
E
E
E
E
F
F
F
F
F
F
G
G
G
G
G
G
A
A
A
A
A
A
A
A
A
B___
B___
B___
B___
B___
B___
B___
B___
B___
C___
C___
C___
C___
C___
C___
C___
C___
C___
D
D
D
D
D
D
D
D
D
E
E
E
E
E
E
E
E
E
F
F
F
F
F
F
F
F
F
G
G
G
G
G
G
G
G
G
A
A
A
A
A
B___
B___
B___
B___
B___
C___
C___
C___
C___
C___
D
D
D
D
D
E
E
E
E
E
F
F
F
F
F
G
G
G
G
G
Real Estate
Titles and deeds
Title Insurance policies
Mortgages and notes
Termite bond
Rental property records
Retirement Plans
Annuity contracts
Corporate plans
IRA documents
401(k) plans
Pension/profit sharing plans
Other:
Beneficiary designations
Other Important Records
Wills
Trust documents
Auto ownership records
Other vehicle ownership records
Safe combinations
Safety deposit box key
Passports
Birth certificates
Adoption papers
Marriage certificate
Divorce/separation papers
Military discharge papers
Tax returns
Names/address of family/friends
List of professional/fraternal orgs.
List of credit cards w/ addr/tel. nos
Other:
A
A
A
A
A
B___
B___
B___
B___
B___
C___
C___
C___
C___
C___
D
D
D
D
D
E
E
E
E
E
F
F
F
F
F
G
G
G
G
G
A
A
A
A
A
A
A
B___
B___
B___
B___
B___
B___
B___
C___
C___
C___
C___
C___
C___
C___
D
D
D
D
D
D
D
E
E
E
E
E
E
E
F
F
F
F
F
F
F
G
G
G
G
G
G
G
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
A
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
B___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
C___
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
F
F
F
F
F
F
F
F
F
F
F
F
F
F
F
F
F
G
G
G
G
G
G
G
G
G
G
G
G
G
G
G
G
G