Safe Deposit Box by Parenting Weekly

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Safe Deposit Box

Information

Bank:

Branch location:

Box Number:

Valuables

Bond/stock certificates	Coins



Jewelry	Stamps

Legal and Personal Documents

Birth certificates	Social Security cards
____________________________	Copy of will
____________________________	Copy of living will
____________________________	Power of attorney
Marriage certificate	Trust documents
Adoption papers	Religious documents
Passports	Veterans/discharge papers
____________________________	Citizenship/naturalization papers
____________________________	Divorce papers/decrees
____________________________	____________________________

Household and Car

Mortgage papers	Insurance policies
Home improvement receipts and records	Deeds
Home/apartment/condo inventory	Titles to property/real estate
Video/pictures of home contents	Car title(s)
List of major appliances/serial numbers	________________________
Jewelry appraisals	_________________________

General Items in Safety Deposit Box

Personal Papers/Letters

____________________________	____________________________
____________________________	____________________________
____________________________	____________________________

Other Items

____________________________	____________________________
____________________________	____________________________
____________________________	____________________________

Important Details for Executor

Create a document to be kept in your safety deposit box detailing the following:

   Location of important items not in safety deposit box
   Original will and any addenda
   Guardianship information for children
   Location of safety deposit box key
   Location of any hidden valuables
   Life insurance information
   Names and phones of legal and financial advisers/accounts
   Attorney who helped with estate planning
   List of all bank/investment accounts
   Wishes about organ donation (if desired)
   Service/burial requests
   Priest/rabbi/minister to contact
   Church/temple to hold services in
   People to speak at the service
   Special preference about the service itself
   Pallbearers
   Funeral home to use
   Family plot information
   Charity preference for memorial donations
   Newspapers in which to post death announcement

Featured Sites:

Cord Blood Registry
Baby Name Center
Maternity & Style
March of Dimes
Susan G. Komen

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