Inventory of Important Family Records

Names of Advisers

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Adviser	    Name	  Address		Phone #
---------------------------------------------------------
Executor    ____________  ____________________  _________
  of Will
Insurance   ____________  ____________________  _________
  Agent(s)
__________  ____________  ____________________  _________
Lawyer      ____________  ____________________  _________
Banker      ____________  ____________________  _________
Broker      ____________  ____________________  _________
Other       ____________  ____________________  _________
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Bank Accounts and Savings

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					Account in     Bank 
Type	      Name of Bank   Location	 Name of     Books Kept
---------------------------------------------------------------
Checking      _____________  _________  ___________  __________
____________  _____________  _________  ___________  __________
Savings       _____________  _________  ___________  __________
Certificates
  of Deposit  _____________  _________  ___________  __________
____________  _____________  _________  ___________  __________
____________  _____________  _________  ___________  __________
---------------------------------------------------------------

Insurance Policies

-------------------------------------------------------------------------
		Policy 		Loans Against  Claims (date)    Where 
Type/Company	  No.   Amount	  Amt/Holder    Made   Paid   Policy Kept
-------------------------------------------------------------------------
Life		______  ______  _____________  ______ ______  ___________
____________    ______  ______  _____________  ______ ______  ___________
____________    ______  ______  _____________  ______ ______  ___________
____________    ______  ______  _____________  ______ ______  ___________
Hospitalization ______  ______  _____________  ______ ______  ___________
Disability 
  Income        ______  ______  _____________  ______ ______  ___________
Property
  Car           ______  ______  _____________  ______ ______  ___________
  ____________  ______  ______  _____________  ______ ______  ___________
  ____________  ______  ______  _____________  ______ ______  ___________
Homeowners
  Fire, Theft	______  ______  _____________  ______ ______  ___________
  Liability	______  ______  _____________  ______ ______  ___________
  ____________  ______  ______  _____________  ______ ______  ___________
______________	______  ______  _____________  ______ ______  ___________
______________	______  ______  _____________  ______ ______  ___________
______________	______  ______  _____________  ______ ______  ___________
______________	______  ______  _____________  ______ ______  ___________
-------------------------------------------------------------------------

U.S. Savings Bonds

---------------------------------------------------------------------------
Serial	     Date     Purchase	Maturity   Owner,		
Number(s)  Purchased   Price	  Date	  Co-Owner  Beneficiary	 Where Kept
---------------------------------------------------------------------------
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
_________  _________  ________  ________  ________  ___________  __________
---------------------------------------------------------------------------

Mutual Funds, Stocks and Bonds

-------------------------------------------------------------------------
Kind			 Serial      Date    No. of  Cost per	
Common, etc.  Company	 Number	  Purchased  Shares    Share   Where Kept
-------------------------------------------------------------------------
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
____________  ________  ________  _________  ______  ________  __________
-------------------------------------------------------------------------

Real Estate

-------------------------------------------------------------------
			    Purchase  Mortgage Amount     Where 
Type	          Location   Price	and Holder     Records Kept
-------------------------------------------------------------------
Rental Property
  Records	  _________  _______  _______________  ____________
Mortgage Paper    _________  _______  _______________  ____________
Deeds, Titles
  Abstracts       _________  _______  _______________  ____________
Property Tax
  Records         _________  _______  _______________  ____________
Contracts for
  Deed		  _________  _______  _______________  ____________
Capital Improve-
  ment Records    _________  _______  _______________  ____________
Burial Lot Deed   _________  _______  _______________  ____________
-------------------------------------------------------------------

Automobile

-----------------------------------------------------------------------------
Make/		      Purchase		       Amount	 Engine     Where
Model	Year/License    Price	In Whose Name  of Loan	 Number	  Papers Kept
-----------------------------------------------------------------------------
_______ ____________  ________  _____________  _______  _________ ___________
_______ ____________  ________  _____________  _______  _________ ___________
_______ ____________  ________  _____________  _______  _________ ___________
_______ ____________  ________  _____________  _______  _________ ___________
_______ ____________  ________  _____________  _______  _________ ___________
_______ ____________  ________  _____________  _______  _________ ___________
_______ ____________  ________  _____________  _______  _________ ___________
-----------------------------------------------------------------------------

Debts

(include credit cards, credit contracts, loan agreements, records of 
payment and account statements)
----------------------------------------------------------------------
						  Final 
	     Name and Address		Payment	 Payment     Where
Description   of Person Owed   Amount	  Plan	   Due	  Records Kept
----------------------------------------------------------------------
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
___________  ________________  _______  _______  _______  ____________
----------------------------------------------------------------------

Payments Due Us and Social Security Retirement*

---------------------------------------------------------------------
						 Final	
	     Name and Address          Payment	Payment     Where 
Description  of Person Owing   Amount	Plan	  Due	 Records Kept
---------------------------------------------------------------------
___________  ________________  ______  _______  _______  ____________
___________  ________________  ______  _______  _______  ____________
___________  ________________  ______  _______  _______  ____________
___________  ________________  ______  _______  _______  ____________
___________  ________________  ______  _______  _______  ____________
___________  ________________  ______  _______  _______  ____________
___________  ________________  ______  _______  _______  ____________
---------------------------------------------------------------------
*Contact your local Social Security Administration for information 
and a record of your Social Security Entitlements.
(Toll Free: 1-800-234-5772)

Other Important Papers

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Type of Paper			  Where Kept	
-------------------------------------------------
_____________________________	  _______________
Will for ____________________	  _______________	
Will for ____________________	  _______________	
Will for ____________________	  _______________	
Marriage Certificates		  _______________
Birth Certificates		  _______________
Baptismal Certificates		  _______________
Adoption Papers			  _______________
Citizenship Papers		  _______________
Death Certificates		  _______________
Deed to Burial Plot		  _______________
Divorce and Separation Papers	  _______________	
Property Settlement Agreements	  _______________	
Military Service Records	  _______________	
Social Security Information	  _______________	
Living Will  			  _______________
Durable Power of Attorney	  _______________
_____________________________	  _______________
_____________________________	  _______________
_____________________________	  _______________
Business Records		  _______________
Medical Histories		  _______________
Cancelled Checks		  _______________
Income Tax Returns		  _______________
Deductible Expense Records	  _______________
Patents and Copyrights		  _______________
Passports			  _______________
Education Record Transcripts	  _______________
Diplomas			  _______________
Employment Records		  _______________
Important Keys			  _______________
Fraternal Order Papers		  _______________
Pension System Records		  _______________
Household Inventory		  _______________
Inventory of Important 
   Family Records		  _______________
_____________________________	  _______________
_____________________________	  _______________
_____________________________	  _______________
_____________________________	  _______________
_____________________________	  _______________
_____________________________	  _______________
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HE-446 (Revised), February 1993
Reviewed and reprinted March 1996