WHERE MY ASSETS ARE
A big problem for anyone trying to wind up an estate can be simply finding all the property and valuable papers. You can do your loved ones, heirs and executor a favor by filling out this form and giving copies to your spouse, other relatives who will help in settling the estate, any outside executor and your lawyer. Update the information periodically.
For ___________________________________________________
Social Security Number ______-_____-_______
Date Prepared___________________
Copies of this given to _________________________________________________________________
Important Names, Addresses and Phone Numbers:

Employer _____________________________________________________

Lawyer_______________________________________________________

Accountant____________________________________________________

Stockbroker____________________________________________________

Insurance Agent________________________________________________
My valuable papers and assets are stored in these locations:

(A) Residence ___________________________________________________
(Address plus where to look)

(B) Safe-deposit box _____________________________________________
(Bank) (Address)

(C) Office _______________________________________________________
(Address)

(D)_______________________________________________________________

(E) ______________________________________________________________

(F) ______________________________________________________________

LOCATION

ITEM

 N/A A B C D E F
My will (original) O O O O O O O
My will (copy) O O O O O O O
Powers of attorney O O O O O O O
My burial instructions O O O O O O O
Cemetery plot deed O O O O O O O
Spouse's will (original) O O O O O O O
Spouse's will (copy) O O O O O O O
Spouse's burial instructions O O O O O O O
Document appointing children's guardian O O O O O O O
Handwritten list of special bequests O O O O O O O
Safe combination, business O O O O O O O
Safe combination, home O O O O O O O
Trust agreements O O O O O O O
Life insurance, group O O O O O O O
Life insurance, individual O O O O O O O
Other death benefits O O O O O O O
Property and casualty insurance O O O O O O O
Health insurance policy O O O O O O O
Homeowners insurance policy O O O O O O O
Car insurance policy O O O O O O O
Employment contracts O O O O O O O
Partnership agreements O O O O O O O
List of checking and savings accounts O O O O O O O
Bank statements, canceled checks O O O O O O O
List of credit cards O O O O O O O
Certificates of deposit O O O O O O O
Checkbooks O O O O O O O
Saving passbooks O O O O O O O
Record of investment securities O O O O O O O
Brokerage account records O O O O O O O
Stock certificates O O O O O O O
Mutual fund shares O O O O O O O
Bonds O O O O O O O
Other securities O O O O O O O
Corporate retirement plan O O O O O O O
Keogh or IRA plan O O O O O O O
Annuity contracts O O O O O O O
Stock-option plan O O O O O O O
Stock-purchase plan O O O O O O O
Profit-sharing plan O O O O O O O
Income and gift tax returns O O O O O O O
Titles and deeds to real estate and land O O O O O O O
Title insurance O O O O O O O
Rental property records O O O O O O O
Notes and other loan agreements, including mortgages O O O O O O O
List of stored and loaned valuable possessions O O O O O O O
Auto ownership records O O O O O O O
Boat ownership records O O O O O O O
Birth certificate O O O O O O O
Citizenship papers O O O O O O O
My adoption papers O O O O O O O
Military discharge papers O O O O O O O
Marriage certificate O O O O O O O
Children's birth certificates O O O O O O O
Children's adoption papers O O O O O O O
Divorce/separation records O