Where Are Your Important Documents

The beginning of each new stage or change in your life calls for a fresh look at the types of records and papers you should be keeping. If you have recently married, divorced, had a baby, bought a house, are attending college or are recently widowed, now is the time to update your important papers. New roles and responsibilities call for new ways of keeping personal records.

Use this checklist to keep track of where you should keep your important documents.

In your safe deposit box

     Birth certificates
     Certificates of deposit
     Wills
     Death Certificates
     Education degrees
     IRA papers
     Legal agreements
     Marriage / divorce documents
     Military discharge papers
     Property bills of sale and deeds
     Personal property inventory and pictures
     Stock and bond certificates
     Vehicle titles

In a fireproof box at home

     Financial power and Medical of attorney and Living will
     Insurance policies
     Property tax receipts
     Trust documents
     Product warranties
     
Copies with your attorney, relative, friend or agent

     Burial instructions
     Financial plan
     Financial power and Medical of attorney and Living will
    Trust documents
     Wills

When considering your needs for insurance products for your home or business consider contacting Bennett Insurance Group at 623-979-4140

Brought to you by:
Jim Bennett
Bennett Insurance Group
623-979-4140
http://jimbennettinsurance.com
jim@jimbennettinsurance.com