Important Documents
Use this template to list all important documents used in your personal affairs. The completed form can assist someone, like a spouse, guardian, or executor to take actions such as the filing of insurance claims, wills, tax returns, and estate settlements. To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next.
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Location of Important Documents
<-- Enter preparer's name in cell to the left
<-- Enter date prepared in cell to the left
Estate Related
Wills / Trusts Letter of Last Instruction
Location
Location
Insurance
Life Health Disability Auto
Certificates and Deeds
Automobile Titles Real Estate Deeds Birth Certificates Marriage Certificate Passports
Investments And Savings
Certificates of Deposit Stock Certificates Passbooks Mutual Fund Records
Tax Records
Last Year's Tax Return Last 7 Years of Tax Records
Loans And Credit Cards
Loan Notes (still outstanding) List of Credit Card Numbers