WHERE MY VALUABLE PAPERS & ASSETS ARE
A big problem for anyone trying to wind up an estate can be simply finding all the
property and valuable papers. You can do your heirs and executor a favor by filling out
this form and giving copies to your spouse, other relatives who will help in settling the
estate, any outside executor, and your lawyer. Update the information periodically.
Name and Social Security Number: __________________________________________
Employer: ____________________________________________________________
My valuable papers and assets are stored in the following locations:
A. Residence: address and where placed ___________________________________
B. Safe Deposit Box: Bank Address ____________________________________
C. Office: address and where placed ______________________________________
D. Other: ___________________________________________________________
E. Other: ___________________________________________________________
F. Other: ___________________________________________________________
Item ____________Location_____________
A B C D E F
My Will (Original)……………….…
My Will (copy)……………………..
Powers of Attorney…………………
My burial instructions………………
Cemetery plot deed…………………
Spouse’s will (original)……………..
Spouse’s will (copy)………………..
Spouse’s burial instructions………..
Document appointing children’s guardian
Handwritten list of special requests.
Safe combination, business…………
Safe combination, Home……………
A B C D E F
Trust agreements…………………..
Life insurance, group………………
Life insurance (individual)…………
Other death benefits……………….
Property & casualty insurance…….
Health insurance policy……………
Homeowner’s insurance policy……
Car insurance policy……………….
Employer contracts………………..
Partnership agreements……………
List of checking & savings accounts
Bank statements, canceled checks…
List of credit cards…………………
Certificates of deposit……………..
Checkbooks……………………….
Savings passbooks………………..
Record of investment securities…..
Brokerage account records………..
Stock certificates………………….
Mutual fund shares……………….
Bonds……………………………..
Other securities…………………...
Corporate retirement plan………...
Keogh or IRA plan……………….
Annuity contracts………………...
Stock-option plan………………..
Stock-purchase plan……………..
Profit-sharing plan……………….
A B C D E F
Income and gift tax returns……….
Titles and deeds to real estate & land
Title insurance…………………….
Rental property records…………...
Notes and other loan agreements, including mortgages
List of stored and loaned valuable possessions
Auto ownership records…………...
Boat ownership records……………
Birth certificate…………………….
Citizenship papers…………………
My adoption papers……………….
Military discharge papers………….
Marriage certificate………………..
Children’s birth certificate…………
Children’s adoption papers………..
Divorce/separation records………..
Names and addresses of relatives/friends
Listing of professional and fraternal
Organization memberships
Other:
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Important Names, Addresses, and Phone Numbers
Accountant [Your name here]
[You firm name here]
[Your firm address here]
[Your firm address here]
[Your firm telephone number here]
Financial Advisor
Lawyer
Insurance Agent(s)
Date this form prepared
Copies given to: