Now may be the perfect time to fire up the...

Now may be the perfect time to fire up the shredder and organize that stack of documents piling up on the table. (July 2, 2013) Credit: Bloomberg

You probably just received some bank, investment or retirement quarterly statements in the mail, which makes it a perfect time to fire up the shredder and organize that stack of documents piling up on the table.

--Birth/death certificates and Social Security cards

-- Marriage licenses and divorce decrees

-- Pension plan documents

-- Copies of wills, trusts, health care proxies/living wills and powers of attorney (attorneys/executors should also have copies)

--Military discharge papers

--Copies of burial deeds and plots

--Safe-deposit box inventory

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