File Safe Organizer Checklist

Organizing and maintaining your file safe/safety deposit box is imperative for both you and your beneficiary. An organized file safe will give you peace of mind and ease of access, while reducing the emotional stress for your heir. It is also important to annually update these documents as unexpected life events (marriage, divorce, death of spouse etc.) occur. Additionally, we highly recommend saving a digital copy of the following items on an electronic device (USB, External Hard drive) and Cloud Storage in addition to your file safe/safety deposit box. Below is minimum list of items to store away in your file safe.