Document Management

Here are some helpful tips on Document Management:

Store important papers together and where they will be easily accessible for you or others if needed.

Make a List

As part of your financial planning, you should also create a list of all your investments and savings accounts, your retirement plans, insurance policies, the location of your safe deposit box and anything else your estate executor might need to carry out after you’re gone.  You should also include a list of your professional consultants, including lawyers and tax advisors.  Keep this list in a safe spot and let those you trust know where the list is.

Store these important documents and paperwork in a safety deposit box at a bank or other institution:

  • Automobile titles
  • Birth certificates
  • Citizenship and naturalization papers
  • Death certificates
  • Education degrees
  • IRA papers
  • Legal agreements
  • Marriage/divorce papers
  • Property bills of sale
  • Property deeds
  • Personal property appraisals
  • Personal Property inventory and pictures
  • Stock and Bond certificates

Store these important documents and paper work in a fireproof box at home:

  • Financial power of attorney
  • Insurance policies
  • Living Will
  • Medical power of attorney
  • Property tax receipts
  • Trust documents
  • Warranties
  • Wills

Store copies of these important documents and paperwork with an attorney, relative, friend or agent:

  • Burial instructions
  • Financial Plan
  • Financial power of attorney
  • Medical directions
  • Living Will
  • Trust documents
  • Wills

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