Safe Deposit Box Checklist
Table of Contents
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.
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Presented by:
John F. Smith
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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.