Where to Find My Important Papers	
Name: _________________________________________________
Social Security No.: _______________________________________
Spouse's/Partner's Name: ___________________________________
Social Security No.: _______________________________________
Address: _______________________________________________
Date Prepared: ___________________________________________
Copies Given to: __________________________________________ 

Important Names, Addresses, and Phone Numbers 

Emergency Contact: ________________________________________
Doctor(s): _______________________________________________
Clergy: __________________________________________________
Attorney: ________________________________________________
Accountant: ______________________________________________
Insurance Agent: __________________________________________

My valuable papers are stored in these locations (address and where to look):
A:Residence____________________________________________
B: Safe Deposit Box ____________________________________
C: Other ______________________________________________ 	

Item 	A 	B 	C 	
My will (original) 	

	
Power of attorney--healthcare 	

	
Power of attorney--finance 	

	
Spouse's/Partner's Will (original) 	

	
Safe combination 	

	
Trust agreement 	

	
Life insurance policy 	

	
Health insurance policy 	

	
Homeowners policy 	

	
Car insurance policy 	

	
Employment contracts 	

	
Partnership agreements 	

	
List of checking, saving accounts 	

	

Item 	A 	B 	C 	
List of credit cards 	

	
Retirement papers 	

	
Deferred compensation; IRA 	

	
Funeral arrangements 	

	
Titles and deeds 	

	
Notes (mortgages) 	

	
List of stored & loaned items 	

	
Auto ownership records 	

	
Birth certificate 	

	
Military/veterans papers 	

	
Marriage certificate 	

	
Children's birth certificates 	

	
Divorce/separation records 	

	
Other 	

	
Other