Safe Deposit Box Checklist
4.7/5 with 89 votes
Table of Contents
Save all 16 items, or select only the ones you need.
All 16 items included
- Items that Should Go into a Safe Deposit Box
- Originals of your insurance policies.
- Family records such as birth, marriage and death certificates.
- Original deeds, titles, mortgages, leases and other contracts.
- Stocks, bonds and certificates of deposit.
- Special jewels.
- Medals.
- Rare stamps and other collectibles.
- Negatives for irreplaceable photos.
- Videos or pictures of your home's contents for insurance purposes.
- Business records such as articles of incorporation, trademark and copyright paperwork.
- Items that Should NOT Go into a Safe Deposit Box
- Originals of a "power of attorney".
- Passports.
- Medical-care directives.
- Funeral or burial instructions you make.
Download or Print this Safe Deposit Box Checklist
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Presented by:
John F. Smith
Stats
Views
94
Views: 94
Uses
4
Uses: 4
Tasks
16
Tasks: 16
Who it's for
This Safe Deposit Box Checklist is for anyone who wants a simple, practical way to get things done without missing steps.
- Avoid forgetting - keep all your Safe Deposit Box essentials in one place (external memory)
- Save time - start from a proven Safe Deposit Box structure instead of a blank page
- Stay on track - track progress, come back later, and keep momentum
- Coordinate with others - share the list and divide responsibilities
- Learn the process - follow the steps in a sensible order, even if it's your first time
How to use it
How to use this Safe Deposit Box Checklist
- Save Safe Deposit Box Checklist to your free Checklist account so your progress is saved and synced across devices.
- Customize it in the app: remove anything that does not apply, then add your own details for Safe Deposit Box (dates, sizes, addresses, notes).
- If others are involved, invite them to collaborate and divide responsibilities.
- Work through the list: check items off as you go, and set reminders for time-sensitive steps.
Rate this Checklist
5 stars
Scores 4.70 with 89 votes