2022 AFBA Financial Planning Guide

LOCATION OF IMPORTANT DOCUMENTS WORKSHEET (Continued) REAL ESTATE RECORDS

Property Location

Type of Record

Dated

Location of Document

AUTOMOBILE RECORDS

Registration Number

Title Number

Dated

Location of Document

LIFE INSURANCE POLICIES

Policy on Life Of

Policy Number

Company

Location of Document

SAFETY DEPOSIT BOXES

Registered In Name Of

Name of Institution

Box Number

Location of Keys

CHURCH RECORDS

Type of Record

Record For (Name)

Date of Event

Location of Document

MILITARY RECORDS

Type of Record

Record For (Name)

Date of Event

Location of Document

OTHER IMPORTANT RECORDS

Type of Record

Record For (Name)

Dated

Location of Document

CHAPTER 9: IMPORTANT PAPERS, WILLS & TRUSTS

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