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	Document Locator Checklist
	By Ramona Creel

Feel free to use this tip sheet / checklist as you tackle your own ""do-it-yourself"" organizing projects. If you would like to REPRINT or DISTRIBUTE this information, please click here for reprinting instructions.

• makes things easier on your loved ones
• list where all of your important papers are stored
• location of each (address, directions, and important contact info)
• if you are incapacitated or die
• helps others take care of your affairs for you

• trusts
• loans
• list of accounts
• statements and cancelled checks
• checkbook / passbook
• safe deposit box and key

• incorporation papers
• contracts and agreements
• computer backup
• trademarks, patents, copyrights, and licenses

• friends
• relatives
• business
• attorney
• CPA
• insurance agent
• financial advisor / investment broker
• executor

• title insurance
• property
• home inventory
• vehicles

• birth certificates
• adoption papers
• guardianship / custody documents
• social security cards
• proof of citizenship
• marriage license
• divorce decree
• military service records
• personal paperwork

• burial or cremation instructions
• cemetery plot deeds
• service
• grave marker

• life
• other death benefits
• property and casualty
• health
• homeowners or renters
• auto

• CDs
• securities
• stock and bonds
• mutual funds
• retirement plan
• IRA
• annuities

• wills
• powers of attorney
• trust documents
• special bequests
• safe combination

 

Would you like to reprint this tip sheet in your publication -- or distribute it to a wider audience? Click here for reprinting instructions.

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