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Doug Oosterhart, CFP®
Owner/Financial Advisor
LifePoint Planning, PLLC
1821 Walden Office Square, Suite 400
Schaumburg, IL 60173
Phone: 844-505-3618
Email: doug@lifepointplanning.com
Website: www.lifepointplanning.com
March/April 2024
Safe Deposit Box Do's and Don'ts
Some items should be stored in a safe deposit box, while others should be stored in a fireproof safe where you can access them quickly.
Do keep:
- Birth certificates, adoption papers, marriage license, divorce decrees, citizenship papers
- Copies of wills and powers of attorney
- Deeds to property and car titles
- Paper stock or bond certificates
- Business records/contracts
- Valuable jewelry
- Home inventory
Don’t keep:
- Passports
- Living wills and medical directives
- Cash
- Uninsured valuables
- Illegal items
- Any documents or items you might need to access quickly when the repository is closed
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