Organizer/Locator for Important Papers
Name__________________________________________________________________
Social Security Number____________________________________________________
My valuable property and important papers are in these locations (list address if needed)
Location A_________________________________________________
_________________________________________________
Location B_________________________________________________
_________________________________________________
Location C_________________________________________________
_________________________________________________
Location D_________________________________________________
_________________________________________________
List the letter for the corresponding location indicated above for each of your important documents.
Location of Wills and Estate Papers
________My will (original)
________My will (copy)
________Spouse's will (original)
________Spouse's will (copy)
________My Living Trust (original)
________My Living Trust (copy)
________Spouse's Living Trust (original)
________Spouse's Living Trust (copy)
________Other Trusts
________Durable Power of Attorney
________Other Powers of Attorney
________Advance Medical Directive (Living Will/Health Care Power of Attorney)
________Birth Certificate
________Marriage Certificate
________Divorce/Separation Papers
________Military Papers
________Funeral/Burial Instructions
________ ________________________
Location of Retirement Plan Documents
________Private pension plan - 401(k)
________Private pension plan -IRAs and Other
________Military, other public pension plans
________ ________________________
Financial and Legal Affairs
________Tax Files
________Titles (Car, Boat, etc.)
________House / Condo Mortgage
________Other Mortgages, Notes
________List of Checking, Savings, and Other Accounts
________List of Stocks, Bonds, Mutual Funds, and Other Investments
________List of Credit Card Accounts
________Employment/Business Agreements
________ ________________________________
Location of Insurance Policies
________Life
________Health
________Long-term Care
________Homeowner/Renter
________Car, Boat, etc.
________Funeral Plan
________ ________________________
Property and Other
________Keys to home, cars, buildings, etc.
________Safe Deposit Keys
________Safe & Combination
________List of Stored & Loaned Properties
Safe Deposit Box Location__________________________________________________
__________________________________________________
Other Location Information__________________________________________________
__________________________________________________
Important Names, Addresses, and Telephone Numbers
Attorney
__________________________________________________
__________________________________________________
Insurance Agent __________________________________________________
__________________________________________________
Accountant
__________________________________________________
__________________________________________________
Financial Advisor __________________________________________________
__________________________________________________
Primary Physician__________________________________________________
__________________________________________________
Other
__________________________________________________
__________________________________________________
Copies Given to __________________________________________________
__________________________________________________
Date Prepared
__________________________________________________
Brought to you by Michael P. Halcovage, Esquire - (570) 544-4567
Sunbury Street, Minersville, Pennsylvania
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