Investor Education – Living Well
Where to Keep Your Important Papers
Suggested Location: With Attorney
- Will (Indefinitely)
- Partnership or contracts (Indefinitely)
- Life Support Directives (Indefinitely)
Suggested Location: Safe Deposit Box
- Birth, Marriage, or Death Certificates (Indefinitely)
- Divorce Papers (Indefinitely)
- Naturalization Papers (Indefinitely)
- Adoption Papers (Indefinitely)
- Real Estate Deeds (Until transfer of property)
- Vehicle Titles (Until sold)
- Trust (also with Trustee) (Indefinitely)
- Copies of Attorney Documents – Will, Contracts, etc. (Indefinitely)
- Military Service Records (Indefinitely)
- Passports (Until expiration)
- Home Purchase and Improvements Records (As long as you own the home)
- List of Insured Items and list of Insurance Policy Numbers (While policies are in force)
Suggested Location: Home Filing Cabinet
- Social Security Card (Indefinitely)
- Insurance Policies (Keep all life insurance policies; otherwise retain only current policies)
- Tax Returns (Six years from filing)
- Cancelled Checks and Bank Statements (Six years)
- Service Contracts and Warranties (Until expiration)
- Copies of Investment Purchase and Sale Records (Six years after tax filing in year of sale)
- Beneficiary Designation Form (Indefinitely)
- Copies of Home Purchase / Improvement Records (As long as you own the home)
Suggested Location: With Bartlett Portfolio Manager
- Investment Purchase and Sale Records (Six years after tax filing in year of sale)
- Stock or Bond Certificates (Until cashed or sold)
For more information on this topic, please contact us. At Bartlett & Co, we assist high net worth individuals and their families in defining & reaching their life goals.