Your Personal Documents

Keeping track of your personal documents is a very important step in your estate planning. Having a record of all your personal documents, easily accessible to your immediate family and executor(s), will ensure their job is carried out more efficiently and with less stress. There is nothing worse than having to track down important documents when you are experiencing an emotional upheaval like the loss of a loved one.

Use the following form to help you make a record of these documents. Print it out as often as needed as things will change over the course of your lifetime. We recommend keeping 3 copies of this list in/with:

1. A safety deposit box (or wherever else you keep your important documents)

2. Your spouse or significant other, and

3. Somewhere convenient for you to make adjustments as necessary.

[Keeping Track Form]