Master List Work Sheets

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Use the work sheets that follow to compile your master list indicating where those important documents are located. This list outlines information you or someone acting in your behalf might need in an emergency. Also use the Personal Medical Records to help you record your medical records.

• Safe Deposit Box/Wills/Powers Of Attorney/Trusts
• Personal Documents
• Payments/Accounts/Certificates Of Deposit
  (Loan Payments/Credit Card Accounts/Household Expenses/Checking/Savings Accounts And Certificates Of Deposit (CDs)
• Investments
• Employee Savings/Pensions/Retirement Plans
• Insurance Policies
• Property Ownership/Mortgages/Rentals
• Personal Property Inventory
• Miscellaneous Checklist