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. Copyright © KMT Software, Inc. All Rights Reserved. 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