Papers
Make sure you and your family know where all your important documents and records are kept.
- Names and addresses of friends, relatives, business advisers
- Passport
- Birth certificate
- Marriage certificate
- Adoption papers
- Citizenship papers
- Divorce or separation decrees
- Living trust
- Other trusts
- Will
- Will codicils
- Powers of attorney
- List of life insurance and disability insurance policies
- List of health, homeowner’s, car and liability insurance policies
- List of all death benefits
- Retirement plan statements
- Bank savings statements
- Fixed deposit slips, unit trust statements, stock certificates
- List of annuities with statements
- Real estate deeds and title
- Leases for rental property
- Car ownership
- List of personal property and home furnishings and collectibles (with appraisals,
if any)
- Money owed
- Credit cards
- Tax returns
- Contracts or business agreements
- List of copyrights and licensing income
Important information:
Full name, date and place of birth, IC/passport number, residence and business
addresses, name and location of bank and number for safety deposit box, location
of safety-deposit box key, safe combination and location of safe.