Planning Your Estate

Where to Keep Your Documents

At the notary's or lawyer's office In a safety deposit box At home
  • Will
  • Partnership documents
  • Mortgages
  • Bonds
  • Property deeds
  • Shares
  • Contracts
  • Life insurance contracts
  • Mandate in anticipation of inability or powers of attorney
  • Certificate of citizenship
  • List of insured items
  • Photocopy of will
  • Life insurance policies

Personal documents you keep at home should all be stored in the same place and protected against moisture with an oilskin or in a thick plastic envelope.

A metal strongbox is practical, easy to find and can be locked. However, metal offers poor protection against heat. Unless the box is lined with asbestos, the documents contained within will be destroyed in a fire.

This information is presented for information purposes only and should not be considered to be legal or financial advice. For further information, contact a legal or financial advisor.

 

Investia
A Subsidiary of iA Financial Group