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|  220 Alexander Street
Princeton, NJ 08540 Phone 609-688-8400 Fax 609-688-9353  |
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Name: | |
Retirement No. | Social Security No. |
Other Important Numbers: | |
My Valuable Papers are Stored in the Following Locations: |
Location A: |
Location B: |
Location C: |
Item | Location | ||
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My Will (Original) |
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My Will (Copy) |
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Spouse's Will (Original) |
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Spouse's Will (Copy) |
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Draft Obituary |
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Funeral Instructions |
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Power of Attorney |
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Safe Combination |
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Trust Agreement |
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Life Insurance Policies |
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Health Insurance Policies |
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Homeowner's Policy |
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Car Insurance Policy |
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Checking Account Numbers |
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Credit Card List |
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Retirement Plan Information |
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Income Tax Returns |
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IRA, Deferred Compensation Information |
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Car Title |
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Deeds |
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Notes, Mortgages |
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Birth Certificates |
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Marriage Certificate |
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Military Papers |
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Children's Birth Certificates |
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Divorce/Separation Papers |
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Savings Account Numbers |
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Other Account Records |
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Important Names, Addresses and Telephone Numbers |
Attorney: |
Accountant: |
Insurance Agent: |
Division of Pension & Benefits: P.O. Box 295, Trenton, New Jersey 08625-0295; Phone (609) 292-7524 |
Social Security Administration: 6401 Security Blvd., Baltimore, Maryland 21235; Phone (800) 772-1213 |
Date Prepared: |
Copy(ies) Given to: |
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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Copyright © 2008 by Dumont & Watson Attorneys at Law. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Hosted by Princeton Online. |