Documents to store and share

This template can be used as a checklist for documents you should store securely and share with others. Always keep original documents. Make copies of the most important ones (marked with an *) and have them certified. Store these separately, such as in a safe deposit box. Learn how to share files and password-protect them with OneDrive

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Document	Share with
Adoption or guardianship papers*	Personal attorney, executor
Annuity contracts	Financial advisor
Bank account documents	Add name(s)
Bank loan agreements	Add name(s)
Bank statements	Add name(s)
Birth certificates*	Add name(s)
Business license	Add name(s)
Cancelled checks	Add name(s)
Cemetery deeds	Heir
Citizen papers*	Executor
Credit card statements	Add name(s)
Death certificates	Executor
Degree and diploma certificates	Add name(s)
Divorce decree and settlement papers	Personal attorney
Employee benefits	Add name(s)
Employment contract	Add name(s)
Health or medical records	Family doctor
Home improvement documents	Add name(s)
House and real estate deeds and titles*	Add name(s)
Identity documents*	Add name(s)
Immunization records	Family doctor
Insurance policies	Financial advisor
Investment account statements/portfolios	Financial advisor
Inventory of household items	Financial advisor
Inventory of documents – use this checklist	Add name(s)
Valuable possessions (art, jewelry, precious stones, etc.) valuation certificates	Executor
Lawsuits	Personal attorney
Letter of last instructions	Executor
Marriage certificate	Executor
Medical directives	Executor, heir
Medical bills	Add name(s)
Military discharge	Add name(s)
Mortgage documents	Add name(s)
Naturalization or immigration certification	Add name(s)
Passports*	Add name(s)
Passwords	Add name(s)
Pension plan documents	Financial advisor
Powers of attorney	Family doctor, heir
Prenuptial agreement*	Add name(s)
Property tax assessment	Add name(s)
Property titles – boats, aircraft, etc.	Add name(s)
Receipts of items under warranty	Add name(s)
Receipts of very expensive items	Add name(s)
Repeat medication prescription	Family pharmacist
Retirement plan benefits	Financial advisor
Safe deposit box inventory	Add name(s)
Social security cards and statements	Financial advisor (statements)
Stock and bond certificates	Add name(s)
Tax deductibles – supporting documentation	Add name(s)
Tax return with supporting documentation	Add name(s)
Trust declarations or agreements	Executor, heir
Vehicle repair receipts	Add name(s)
Vehicle titles	Add name(s)
Vehicle registration	Add name(s)
Warranties with receipts	Add name(s)
Will	Executor, heir

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