Medical/Financial Info for Safety Deposit or Relative’s Safe Keeping

Name: Phone:
Address:
Social Security No.:
Spouse's/Partner's Name: Phone:
Address:
Social Security No.:
Date Prepared:
Copies Given to:
Emergency Contact: Phone:
Address:
Doctor/Family Phone:
Doctor/Specialist: Phone:
Clergy: Phone:
Attorney:  Phone:
Accountant: Phone:
Insurance Agent: Phone:


Personal Documents

ITEM

PHYSICAL LOCATION

CONTACT INFO
My will (original)    
Power of Attorney--health    
Power of Attorney--finance    
Safe combination    
Spouse's/Partner's Will (original)     
Trust Agreement    
Life Insurance policy    
Health insurance policy    
Homeowners policy    
Car insurance policy    
Employment contracts    
Partnership agreements    
List of checking, saving accounts    
List of credit cards    
Retirement papers    
Deferred compensation; IRA    
Funeral arrangements    
Titles and deeds    
Notes (mortgages)    
List of stored & loaned items    
Auto ownership records    
Birth certificate    
Military/veterans papers    
Marriage certificate    
Divorce/separation records    
Children's birth certificates    
Other