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IMPORTANT DOCUMENTS One of the most important
financial resources an individual has is the document containing information about
them, family members and personal property. Having a list of documents compiled
and a personal property inventory maintained will help prevent legal problems
when an individual dies or becomes unable to communicate their wishes.
It is helpful to keep these documents in a central location that is secure from natural disaster or theft. At the same time, it is important to keep copies of these documents in an accessible place. A safe place to keep original documents might be:
In the resource section of this booklet, you will find a checklist of important documents. The checklist is to help identify what may be needed and where the documents are located
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