Will, property and health care powers of attorney, living will, living trust. BUSINESS PAPERS
Employment, partnership and buy-sell agreements; sole proprietorship information. TAX RECORDS
Federal and state returns, gift and estate-tax returns. PERSONAL LEGAL RECORDS
Prenuptial agreements, divorce decrees, court judgments for and/or against you. BANKING
Checking and savings account information, CDs, loans, credit card information. INVESTMENTS
Brokerage accounts, mutual funds, annuity contracts, limited partnership agreements, stocks and bond certificates.