personal document locator · antiques and heirlooms / jewelry / appraisals bank account records...
TRANSCRIPT
PERRY A. SHULMAN, CPA336 Atlantic AveSuite 200East Rockaway, NY [email protected]
Personal Document Locator
September 05, 2017Page 1 of 7, see disclaimer on final page
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Accountant
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Adoption Papers
Antiques and Heirlooms / Jewelry / Appraisals
Bank Account Records
Birth Certificates
Business Papers - (e.g., incorporation papers, trademarks, patents)
Credit Card Accounts / Mortgage and Loan Papers
Deeds
Divorce / Separation Papers
Driver’s License
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Funeral Instructions (e.g., cemetery plot deed, burial instructions)
Health Care Directives
Important papers / Inventory of Assets
Insurance Policies - Health and Long Term Care
Insurance Policies - Home / Auto / Jewelry
Insurance Policies - Life / Disability
Insurance Policies - Property and Casualty / Umbrella Liability
Investment Papers (e.g., securities, stocks, bonds, mutual funds, partnerships)
Marriage Certificate / Prenuptial Agreement
Medical Contacts and Medication Listing
Military Papers
Passport / Proof of Citizenship
Power of Attorney - Durable
Retirement Account Papers
Safe Deposit Box / Keys / Combinations
Social Security Card
Tax Returns - Income / Gift
Trust Agreements
Vehicle Titles
Will
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Primary Care Physician
Dentist
Pharmacy
Home Health Aid
Additional Notes:8 8