| Item
|
Located where
|
| Birth certificate
|
|
| Marriage certificate (if divorced)
|
|
| Divorce or annulment documents
|
|
| Will
|
|
| Power of attorney
|
|
| Living will
|
|
| Social Security information
|
|
| Medical records
|
|
| Disability insurance
|
|
| Health insurance
|
|
| Life insurance
|
|
| Homeowners' or renters' insurance
|
|
| Checking account
|
|
| Saving account
|
|
| Credit card records
|
|
| Retirement account
|
|
| Other investments
|
|
| Tax returns (keep indefinitely)
|
|
| Pay stubs
|
|
| Loan information
|
|
| Mortgage or lease
|
|
| Car title (if applicable)
|
|
