Document Assembly Checklist

Some suggested items to keep at home in a secure file drawer or box:
•	Cancelled checks
•	Insurance policies
•	Copies of wills and trusts
•	Copies of Living Wills 
•	Copies of Powers of Attorney
•	Income tax returns
•	Property tax records

Some suggested items to keep in your bank vault box:
•	Deeds
•	Marriage certificates
•	Divorce decrees
•	Detailed inventory of valuable personal property, appraisals and photos if possible
•	Birth certificates, death certificates
•	Car titles
•	Military discharge documents
•	Stock certificates etc.
•	Original wills, trust documents, powers of attorney
•	Any other important legal documents, life insurance policies, citizenship papers

Some suggested items to give to your executor, attorney or spouse:
•	Copies of wills
•	Copies of trust documents
•	Living wills and powers of attorney
•	Inventory of insurance policies, bank accounts, stocks and bonds
•	Funeral instructions
•	List of key contacts (lawyer, accountant, insurance agent, banker etc.)
•	Bank vault access information