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CONTENTS OF COMPANY SAFE DEPOSIT BOX

Note: Since you own your own business, get a company safe deposit box at the bank. These boxes aren't sealed at death, so it will be easier for your heirs or other interested parties to get into them. Keep your wills and insurance policies there.

	Durable power of attorney for health care
	Wills and trusts - or, leave the originals with your lawyer, keeping a copy for yourself. On your copy, put the lawyer's name, address, and phone number.
	Life and disability insurance policies, with name, address & phone no. of your agent attached
	Other insurance policies (homeowners, auto, liability, health, etc.), with name, address & phone no. of your agent attached
	Household inventory and pictures or videotape

Reminder: have you made your videotape of home and office contents and stored it offsite? If not, do it now!!!

	Personal papers: birth certificate, marriage certificate, all documents relating to separation and divorce, military service records, citizenship or adoption papers, diplomas, licenses, passports, social security cards, and family health records
	Receipts for high-cost purchases like jewelry, furs, art and antiques

Note: Your credit card monthly billing statements are a convenient way to establish what you've bought, and how much you paid. We bundle all of our statements once a year and store them.

	Deeds, titles (including title to your car), title insurance, surveys
	Receipt for paid-off debts
	Notes receivable (money owed to you)
	Employment contracts, partnership agreements, and other vital business agreements
	Please have a data backup for your computer system safely stored, and replace it weekly

Other Documents:

Should be labeled and filed in your home filing cabinet. This includes:

	Any insurance policies not filed in your safe deposit box, and insurance agents.
	Employee benefits and the phone number of the office that handles them.

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CONTENTS OF COMPANY SAFE DEPOSIT BOX