Document Locator

A Residence

(Address and place located)

B  Safe-deposit box:

(Bank)

(Address)

C Office

(Name)

(Address)

D Brokerage House

(Name)

E  Attorney's Office

(Address and place located)

F  Accountants Office

(Name)

G  Other

(Name and Location

ITEM

LOCATION

ITEM

LOCATION

ESTATE DOCUMENTS

A

B

C

D

E

F

G

INVESTMENTS

A

B

C

D

E

F

G

Wills ………………………..

Record of investments………

Powers of attorney…………

Brokerage account records…

Burial Instructions………….

Stock certificates…………….

Documents appointing children's Guardian ………

Record of investment securities

List of special bequests ….

Mutual fund shares…………..

Trust agreements………….

Stock -option plan……………

INSURANCE

Corporate retirement plan…..

Life insurance, Group……..

Stock-purchase plan…………

Life insurance, Individual….

Profit Sharing Plan…………..

Other death benefits………

Bonds…………………………

Property and  casualty……