Use this checklist to organize important records and documents:
Keep these items in a safe deposit box:
- Vital records (birth, adoption, death, marriage, or divorce certificates)
- Titles (vehicle, real estate, investment)
- Savings bonds
- Stock certificates
- Household inventory
Keep these items at home in a fireproof box:
- Social Security cards
- Insurance policies
- Financial statements
- Estate planning and legal documents
- Emergency cash and checks
- Safe deposit box inventory
