Important Documents Location Sheet — Free Printable PDF
Where every legal, financial, and medical document lives — original, copy, person-who-knows, last updated. The sheet your executor will hunt for first.
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Lost-paperwork-induced delay is the most expensive fee in probate
Replacing a lost original will, deed, or birth certificate is days of phone calls and court filings — and probate cannot proceed without them. This sheet inventories *where* each one lives so the executor's first hour does not become someone's first month.
Person who knows is more important than people think. A document at a lawyer's office is fine — but only if someone knows *which* lawyer. Capture a person's name, not just an institution.
Where to keep this sheet matters. The classic mistake is to file it inside the safe-deposit box with all the originals — banks may seal the box at death until probate opens it, and the sheet that explains everything is sealed inside. Keep this *outside* the box: with the Letter to Executor at home or with the lawyer.
Templates only — not legal advice. The page does not move documents — it tells the executor where they are. Update any time something moves.