What important documents should you keep in a safe place?

  • Birth/Death – Birth certificates, death certificates, adoption paperwork (child / pet)
  • Social Security CardsPassport / ID – Includes citizenship / immigration paperwork
  • Marriage – Includes divorce decrees, pre-nuptial agreements, custody agreements
  • Automobile Titles – Includes motorcycle, RV, boat, and any other automobile titles
  • House Deed – Includes title insurance
  • Trust
  • Will – Includes living will, estate planning, power of attorney
  • Financial – Includes loan paid-off statements, CDs, saving bonds, foreign currency, list of safety deposit box contents