26
National Catholic Forester — 2017 Annual Report Issue
FINANCE
Do you have your
legal and financial
documents stored
(maybe stashed) in
various places around
your home?
Some in a desk drawer?
Others in your closet?
Some in a safe? Even
more in a file cabinet in
the basement? It's time
to get a handle on all your
documents and store them
safely, noting the location.
You can use this list as a
starting point, and also
as a reminder to follow
through on moving any of
these documents or tasks
from your "to do" list to
your "it's done" list!
To download a PDF of this
list to print or use on your
computer, visit:
www.lifehappens.org/
blog/key-documents-you-
should-track-and-store-
safely/
Used with permission from Life
Happens. www.lifehappens.org
January 10, 2017 | Marvin H.
Feldman, CLU, ChFC, RFC,
President and CEO of Life Happens,
Life Happens Blog
Key Documents You Should
Track and Store Safely
MY IMPORTANT FILES
DOCUMENT LOCATION
Birth certificate
Marriage license
Pre / post nuptial agreement
Will
Trust(s)
Living will / power of attorney
Mortgage papers
Automobile title / papers
Income tax returns
Gift tax returns
Insurance policies
Employee benefit documents
Passport
Military records
Medical records
Warranties
Current bills
Funeral / burial documents
Other:
