Banking
Safe-deposit box
A secured storage service offered by a financial institution for selected household records or property.A reminder to record that a box exists and where access instructions are safely kept.
What to record
Record the institution, box relationship, and safe location of access instructions. Do not store keys, combinations, or other secrets in the app.
Key points
- A safe location reference can help a trusted person find records.
- Access rules may matter after a death or incapacity.