Secure important documents

Safely secure your most important documents

Certain important documents, such as your will, power of attorney, birth certificate, and marriage license, should be safely secured. Whether you’re in the middle of a PCS or not, it’s one of those little things that might slip off your radar.
Store away from your primary residence
Use a safety deposit box to store your most important legal documents, or ask to store them in your attorney’s office. Provide your current address and contact information to your bank — especially if there is a chance for deployment.
Provide access
The purpose of keeping these documents secure, but in a different location than your primary residence, is to provide access to the executor of your estate in the event of your death.
Consult advisors
Some states may have restrictions or limitations to accessing safety deposit boxes upon the death of the owner. Talk to an attorney, legal advisor, or financial professional to find out which option is best for you.
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