With unlimited secure document storage, you can organize and protect your most important documents. Review the checklist below and start adding to your E-Wealth Organizer today!
LEGAL DOCUMENTS
- Wills
- Deeds
- Revocable & Irrevocable Trusts
- Power of Attorney
- Codicils (Supplements made to a Will)
- Living Wills/Health Directives o Prenuptial Agreements
- Buy/Sell Agreements
- Contracts
BENEFITS
- Social Security Info
- Veteran’s Administration Info o Employment Benefits
INSURANCE POLICIES
- (Life, LTD, Disability, Medical, Car, Property)
BANK & INVESTMENT STATEMENTS
- Pensions, IRAs, Annuities, etc.
- Investment Accounts
- Stock Options/Certificates LIABILITIES
- List of Credit Cards with Contact Information
- Mortgages
- Loans TAXES
- Tax Returns o W-2 Forms
IDENTIFICATION
- Birth Certificates
- Drivers Licenses
- Passports
- Social Security Cards
FAMILY
- Adoption Papers
- Medical Records
- Marriage License
- Pictures
- Audio Files
- Video Clips
PROPERTY
- Titles to Homes, Autos, Boats, etc.
- Warranties