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. . .)


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


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s