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 |
|
|
|