Many people keep their life insurance policies and other important
documents in a safe deposit box at the bank.
If the policyholder has stored
the document in a safe deposit box, you'll need to get a court order to prove that the insured is dead and that you're allowed to access the safe deposit box's contents.
Not exact matches
Once you're done filing, shred any
documents you no longer need, and keep any necessary tax paperwork
in a
safe place, such as a fireproof
safe or
safe deposit box.
You could also keep a duplicate file containing copies of these
documents in a
safe location (such as a
safe deposit box with your bank, or with your solicitor).
I've heard of people scanning them and then keeping the original
in a
deposit box; and also of keeping a
safe on hand with those
documents in it.
Since so much is being stored online these days, new services have cropped up to deal with these issues, including Legacy Locker («a
safe, secure repository for your vital digital property that lets you grant access to online assets for friends and loved ones in the event of loss, death, or disability») and Secure Safe, whose website touts them as «the Swiss safe deposit box for your documents and passwords,» are cropping up to help people set up an account to store passwords and identify who can have access in the event of your dem
safe, secure repository for your vital digital property that lets you grant access to online assets for friends and loved ones
in the event of loss, death, or disability») and Secure
Safe, whose website touts them as «the Swiss safe deposit box for your documents and passwords,» are cropping up to help people set up an account to store passwords and identify who can have access in the event of your dem
Safe, whose website touts them as «the Swiss
safe deposit box for your documents and passwords,» are cropping up to help people set up an account to store passwords and identify who can have access in the event of your dem
safe deposit box for your
documents and passwords,» are cropping up to help people set up an account to store passwords and identify who can have access
in the event of your demise.
Some law firms store original wills and other important
documents in special fireproof
safes instead of
in a bank
safe deposit box.
A policyholder should keep copies of a policy at an off - site location — such as
in a
safe deposit box, or with a lawyer or financial adviser — and make sure the beneficiaries know where the
documents are kept and how to get access to them.»
If you'll have a house - sitter while you are gone, lock valuable
documents (all that stuff you took out of your wallet, for instance)
in a
safe or
safe deposit box.
Also, make sure important
documents, such as an insurance policy or mortgage papers, are stored
in a
safe deposit or fire
safe box.
Also, photocopy any important
documents in the
safe or
safe deposit box (if you did not already do so when collecting the financial records).
Store important
documents such as proof of identity, property ownership, insurance policies, bank and investment account information, and three years of tax returns
in a bank
safe -
deposit box.
Keep original closing
documents in a
safe place, preferably outside the home (such as a safety
deposit box)
Safeguard important
documents in a bank
safe -
deposit box, on computer storage devices (USB drive, CD / DVD), and / or waterproof containers.