Your Guide to Locating Important Documents

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© The Stelter Company The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Nicole Powers Director of Planned Giving 4742 North 24th Street, Suite 400 Phoenix, AZ 85016 602-792-3260 Did You Know? Many assets in your estate can be used to make tax-wise gifts to Make-A-Wish ® after your lifetime. Contact us to learn how you can leave a legacy that benefits us and your loved ones. Retirement Accounts and IRAs Do you have any retirement accounts or IRAs? � Yes � No Account types/account numbers/ custodians of the funds: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Safe-Deposit Box and the Key's Location Do you have one? � Yes � No Bank location (specific branch)/box number/location of key: ______________________________________________________________________ ______________________________________________________________________ Passwords Passwords for your computer and mobile devices, email accounts, and other password-protected accounts: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ What to Keep in a Safe-Deposit Box: • Originals of birth, marriage and death certificates; adoption papers; and divorce decrees • Deeds, titles, mortgage papers and lease contracts • Military records and citizenship papers • Stock and bond certificates • Insurance photos of the contents of your home • Valuable collectibles What Not to Keep in a Safe-Deposit Box: • Your will • A living will • Original powers of attorney • An inventory of the contents in your safe-deposit box

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