Where Is The. . . ?


Without planing for disasters, how proactive are you? Does your family know where to find the following if something happens to you?

The American Red Cross suggests scanning a copy of the following to a CD, and keeping the CD away from home in a safe-deposit box:

Your most recent will

Safe deposit box and key

Birth certificate

Marriage certificate

Last three years of tax returns

Employment/pension records

Insurance policies (health, home, car, life. . .)

Deeds

Cemetery plot deeds

Funeral wishes (or clear desire for organ donation, cremation, burial. . .)

Mortgage and other loan papers

Unpaid bills and liabilities

Other assets/ stock certificates, brokerage account numbers

Bank, credit union, and credit card account information

Living will

Trust documents

Car title and registration

Driver’s license, passport

Social security card

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