Colonial Oaks


Important document check-list

Senior Couple organizing their papers

Let’s face it, we accumulate a lot of “important documents” in life. Often times, they end up in a nightstand, drawer, shoebox or a combination of all of these places. This family documents checklist is a good starting point to be sure you know where important documents are located…just in case!

Make any necessary additions and skip items that don’t apply. You should make sure the items on the list are easy to find, ideally organized in a fireproof filing cabinet, home safe or online document vault. We use file folders to organize things together so they are easy to find.

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At Colonial Oaks, we’re here to help you start that conversation and assist with all of the emotions that come with it. Our team has been helping people for more than 40 years and specializes in making any transition as smooth and comfortable as possible. To learn more or to schedule a lunch visit click the link below.

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