Your Master List

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Maintaining a complete financial inventory for your survivors will help ensure those assets will be distributed correctly. This inventory could also prove vital for your spouse or other family members if you are incapacitated due to injury or illness.

Properly storing your financial inventory, will and life insurance policies is crucial. These documents need to be accessible upon your death.

For supporting documentation, store a list of your insurance policies and policy numbers in the safe deposit box, and consider giving a copy of the will to your attorney and/or filling it with your county’s probate court should the original become lost or destroyed.

Use the Master List Work Sheets to compile a master list indicating where those important documents are located. This list outlines information you or someone acting on your behalf might need in an emergency.