| Document | Location |
| Personal | |
| Birth Certificate | |
| Marriage License | |
| Pre- or Post-Nuptial Agreement | |
| Will | |
| Trust(s) | |
| Living Will(s)/Power(s) of Attorney | |
| Mortgage Papers | |
| Automobile Titles/ Papers | |
| Income Tax Returns | |
| Gift Tax Returns | |
| Insurance Policies | |
| Employee Benefit Documents | |
| Passport | |
| Military Records | |
| Medical Records | |
| Citizenship Papers | |
| Warranties | |
| Current Bills | |
| Funeral/ Burial Documents | |
| Other:_______________ | |
| Business Ownership | |
| Partnership/ Incorporation Documents | |
| Buy-Sell Agreement | |
| Section 303 Stock Redemption Agreement | |
| Business Valuation/Appraisal | |
| Business Tax Returns | |
| Other:_______________ | |
Wednesday, June 4, 2014
DOCUMENT CHECKLIST
You may find this Document
Checklist of assistance in your planning. Please contact my office if we
can be of further assistance.
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