IMPORTANT RECORDS INVENTORY
Provided by Fuller Lowenberg & Co., C.P.A.s, P.C.

NAME:
SOCIAL SECURITY NO.:
Spouse:
Social Security No.:

Children
Name:
Social Security No.:
Name:
Social Security No.:
Name
Social Security No.:
A. Primary Residence Location:
 
B. Secondary Residence Location:
 
C. Safe Deposit Box Number:
Bank:
Bank's Address:
D. Attorney's Name:
Telephone No.:
Attorney's Address:
E. Financial Consultant's Name:
Telephone No.:
Financial Consultant's Address:
F.
G.
H.

 

 

 

 

 

Description of the Document or Vital Record A B C D E F G
My Will (original)              
My Will (copy)              
Written Special Bequest List              
Powers of Attorney Agreements              
Burial Instructions              
Document Appointing Guardians              
Trust Agreements              
Life Insurance Policies (group)              
Life Insurance Policies (individual)              
Disability Insurance Policies              
Property & Casualty Insurance Policies              
Health Insurance Policy              
Homeowner Insurance Policy(ies)              
List of Residences' Contents              
Car Insurance Policy              
Employment Contracts              
Stockholder/Partnership Agreements              
List of Checking/Savings Accounts              
Bank Statements              
Checkbooks              
Savings Passbooks              
List of Credit Cards              
Safe Combination (business)              
Safe Combination (home)              
Retirement Plan Records              
Income Tax Returns              

 

 

 

 

 

Description of the Document or Vital Record A B C D E F G
Vehicle Lease Agreements              
Stock Certificates              
Bond Certificates              
Auto Ownership Records              
Boat Ownership Records              
Art and Other Collectible Ownership Records              
Birth Certificate              
Birth Certificate - Spouse              
Citizenship Papers              
Adoption Papers              
Military Discharge Papers              
Marriage Certificate              
Divorce/Separation Papers              
Childrens' Birth Certificates              
Childrens' Adoption Papers              
Names and Addresses of Relatives              
Professional Memberships List              
Fraternal/Civic Memberships List              
Passports              
Deeds to Real Estate              
Title Insurance Policy(ies)              
Closing Papers on Purchase of Real Estate              
Debt Notes and Loan Agreements              
Co-op or Condominium Prospectuses              
Time Sharing Agreements              
Rental Agreements