Life Tools

Document Locator

People usually keep their important records scattered in a variety of different places. Some may be kept in a file cabinet, others in a safety deposit box, while other vital information may be kept on file at our attorney’s office.

With the use of The Document Locator System, you and your loved ones will be able to locate medical information, insurance papers, wills, and other important personal documents quickly and easily when the need arises.

Complete the questions on page 1, and any other items that may apply on the remaining pages. If any item does not apply to you mark the Not Applicable box after the item to let the reader know that you did not forget to address the item. If you are married, this record should be kept in a secure location known to husband or wife. If you are not married, keep it in a location known to a close friend or relative. You should update this form once a year. It is a good idea to mark your calendar to ensure that you make updates at the same time each year, time tends to go by quickly!

Download the Document Locator: