Protect Your Important Documents

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