Where to Find My Important Papers

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Name: _________________________________________________
Social Security No.: _______________________________________
Spouse's/Partner's Name: ___________________________________
Social Security No.: _______________________________________
Address: _______________________________________________
Date Prepared: ___________________________________________
Copies Given to: __________________________________________

 

My valuable papers are stored in these locations
(address and where to look):
A: Residence
____________________________________________
B: Safe Deposit Box ____________________________________
C: Other ______________________________________________

 

 

Item A B C

My will (original)

     

Power of attorney--healthcare

     

Power of attorney--finance

     

Spouse's/Partner's Will (original)

     

Safe combination

     

Trust agreement

     

Life insurance policy

     

Health insurance policy

     

Homeowners policy

     

Car insurance policy

     

Employment contracts

     

Partnership agreements

     

List of checking, saving accounts

     

List of credit cards

     

Retirement papers

     

Deferred compensation; IRA

     

Funeral arrangements

     

Titles and deeds

     

Notes (mortgages)

     

List of stored & loaned items

     

Auto ownership records

     

Birth certificate

     

Military/veterans papers

     

Marriage certificate

     

Children's birth certificates

     

Divorce/separation records

     

Other

     

Other

     

Important Names, Addresses, and Phone Numbers

Emergency Contact: ________________________________________
Doctor(s): _______________________________________________
Clergy: __________________________________________________
Attorney: ________________________________________________
Accountant: ______________________________________________
Insurance Agent: __________________________________________

Reproduced with permission of Mountain Caregiver Resource Center/Janet Levy Center. Family Caregiver Alliance and Mountain CRC are part of a statewide system of regional resource centers serving families and caregivers of brain-impaired adults.

Date: 
Saturday, December 31, 2016

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