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NEW! - Keywords For This Page:   Estates - Safety / Security - Finances

Safe Deposit Box Checklist


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.


BASIC INSTRUCTIONS

  • keep these documents in a safe deposit box or fireproof safe
  • check off each item as you include it
  • include the date and location of your safe deposit box
  • keep list at home in a file labeled "safe deposit box"
  • if you remove something permanently, change your list

LEGAL RECORDS

  • copies of drivers licenses
  • copies of other items in your wallet (in case stolen)
  • list of credit card account numbers
  • insurance policies
  • last will and testament
  • living wills
  • powers of attorney (durable and medical)
  • also give copies to executor in a sealed and labeled envelope

PERSONAL RECORDS

  • social security cards
  • birth or adoption certificates
  • death certificates
  • marriage licenses
  • divorce decrees
  • military records
  • passports

PROPERTY RECORDS

  • vehicle titles
  • household inventory (video, photos, appraisals, etc.)
  • real estate warranty deeds

VALUABLES

  • jewelry
  • coins
  • collectibles
  • other expensive or hard-to-replace items
  • may need additional insurance when items not locked away

WHAT PAPERS TO KEEP ON HAND

  • cemetery deeds, burial instructions, and estate documents
  • box may be sealed upon your death
  • need to make sure family has your last wishes and instructions
  • tax records
  • copies of education records, diplomas, and transcripts
  • appliance and equipment instructions and warranties with serial numbers
  • bank statements and cancelled checks
  • credit card statements
  • medical and health records
  • investment account statements
  • passports or passport numbers

 


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