LOCATION OF VALUABLE PAPERS AND ASSETS

Belonging to

Date Prepared

ADELBERG, RUDOW, DORF & HENDLER, LLC
7 St. Paul Street
Suite 600
Baltimore, Maryland 21202-1612
Phone: 410-539-5195
Fax: 410-539-5834

LOCATION OF VALUABLE PAPERS AND ASSETS

1. Residence


2. Safe-Deposit Box


3. Office


4. Other


Item
Item / Locations1234
Living Will / Advance Medical Directive
Power of Attorney
Burial Instructions
Spouse's Will
Spouse's Burial Instructions
Cemetery Plot Deed
Trust Agreements
Life Insurance Policies
Property and Casualty Insurance Policies
Health Insurance Policy
Homeowners' Insurance Policy
Automobile Insurance Policy
Employment Contracts
Stockholders' and Partnership Agreements
List of Checking, Savings and Money Market Accounts
Checkbooks, Bank Statements, Canceled Checks
List of Credit Cards
Certificates of Deposit
Record of Investment Securities
Brokerage Account Records
Securities
Retirement and IRA Plans
Copies of Income and Gift Tax Returns
Deeds to Real Estate
Title Insurance Policies
Notes an Other Loan Agreements, including mortgages
List of Stored and Loaned Valuable Possessions
Auto and Boat Titles
Birth Certificates
Citizenship Papers
Passports
Adoption Papers
Military Discharge Papers
Marriage Certificate
Children's Birth Certificates
Children's Adoption papers
Divorce/Separation Records
Names and Addresses of Relatives/Friends
Listing of Professional and Fraternal Organizations Memberships
Other:

Adelberg, Rudow, Dorf & Hendler, LLC is dedicated to delivering professional legal services of the highest quality and value to our clients. If we may assist you with any legal matter, or if you need further information about the firm, please call us.

  • Arbitration and mediation
  • Bankruptcy and Creditors' Rights
  • Complex Criminal Litigation
  • Construction Law
  • Corporations, Partnerships & LLC's
  • Employment
  • Estates and Trusts
  • Family Law
  • Federal and State Civil Litigation
  • Federal and State Taxation
  • Financing
  • Franchising
  • Health Care
  • Insurance Law
  • Intellectual Property
  • Personal Injury
  • Products Liability
  • Real Estate