Storage checklist.

To access Sharefile, please click here.

  • Drivers license
  • Location of safe deposit/keys
  • Passports
  • Membership info
  • Birth certificate
  • Social security cards
  • Family photos
  • Wills
  • Buy/Sell Agreements
  • Deeds
  • Marriage License
  • Trusts
  • Adoption Papers
  • Power of Attorney
  • Titles to Homes, Auto, Boats, etc
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Medical
  • Banking
  • Checking, Saving, Money Market
  • Loans
  • Mortgage
  • Car
  • Household Items and Photos
  • Art Collection
  • Photos
  • Warranties
  • Household Inventory List
  • Pensions
  • Annuities
  • 529 Plans
  • Stock Option Grants/Certificates
  • Employment Information
  • Income Tax Documents
  • Tax Returns
  • W-2 Forms/All Tax Forms
  • Employment Benefits
  • Pay Stubs
  • Insurance Policies
  • Bank Statements