Key Documents You Should Track and Store Safely

Do you have your legal and financial documents stored (maybe stashed) in various places around your home? Some in a desk drawer? Others in your closet? Some in a safe? Even more in a file cabinet in the basement? It’s time to get a handle on all your documents and store them safely, noting the location. You can use this list as a starting point, and also as a reminder to follow through on moving any of these documents or tasks from your “to do” list to your “it’s done” list!

To download a PDF of this list to print or use on your computer, click here.

document checklist

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Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens

by Marvin H. Feldman

Marvin H. Feldman, CLU, ChFC, RFC, is president of the Feldman Financial Group in Palm Harbor, Fla., and president and CEO of Life Happens. He is a 41-year Million Dollar Round Table member and was the 2002 president. He is a 33-year member of the MDRT Top of the Table and a past Top of the Table chairman. He also is the recipient of the 2011 John Newton Russell award, the highest honor bestowed on an individual by the insurance industry.

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