Let trusted family members or advisors know where you keep it. Names, addresses and telephone numbers of financial advisors and persons to contact in an emergency. Lists of real estate and personal property, such as bank accounts, savings and investments, held in your name or held jointly with others. Most of these papers will be stored at home. You may keep some in a locked file or box.
Waterproof storage is a plus.
Papers such as deeds, stock certificates, original copies of trusts, divorce and child custody papers, marriage, birth and death certificates and your will are best stored in a safe deposit box. Let trusted advisors know where you keep the key. Keep a list of the contents of the box at home in your notebook. If you are turned down for a loan, the lender must tell you why. Usually, the credit bureau will send you a list of four reasons why you were denied credit.