IMPORTANT DOCUMENTS
| Location | Effective Date | Ownership | |
| 1. Your Will | |||
| 2. Codicils | |||
| 3. Spouse's Will | |||
| 4. Codicils | |||
| 5. Living Trust for you | |||
| 6. List specifying who certain personal possessions are to go to | |||
| 7. Living Trust for spouse | |||
| 8. Testamentary Trust | |||
| 9. Marriage license | |||
| 10. Divorce records | |||
| 11. Pre-nuptial agreement | |||
| 12. Birth certificates | |||
| 13. Safety deposit box | |||
| 14. Insurance and annuity policy | |||
| 15. Tax returns | |||
| 16. Savings accounts | |||
| 17. Investment accounts | |||
| 18. Auto titles | |||
| 19. Notes and loans | |||
| 20. Real estate deeds | |||
| 21. Cemetery plot deed | |||
| 22. Employment contract | |||
| 23. Partnership agreement | |||
| 24. Corporation minute book | |||
| 25. Buy-sell agreement | |||
| 26. Retirement plan reports | |||
| 27. Military records | |||
| 28. Citizenship/Passport | |||
| 29. Others |
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