2022 AFBA Financial Planning Guide

9-7. LOCATION OF IMPORTANT DOCUMENTS WORKSHEET WILLS

Will For

Dated

Attorney

Location of Document

POWER OF ATTORNEY

Power of Attorney For

Power Given To

Date

Location of Document

BIRTH CERTIFICATES

Certificate For

Date of Birth

Certificate Number

Location of Document

DEATH CERTIFICATES

Certificate For

Date of Death

Certificate Number

Location of Certificate

MARRIAGE LICENSES

License For

Date of Marriage

Certificate Number

Location of Certificate

DIVORCE DECREES

Divorce Decree Of

Date of Divorce

Certificate Number

Location of Document

SOCIAL SECURITY RECORDS

Soc. Sec. Records Of

Social Security No.

Date Received

Location of Document

CHAPTER 9: IMPORTANT PAPERS, WILLS & TRUSTS

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