Important Documents

important papers

Not long ago, life proceeded smoothly on a regular basis. In the past few years, that’s not the case. Emergencies seem to occur “regularly.”
Life’s emergencies require organization. Whether it’s a natural disaster, the death of a loved one, or evacuation from your home, it’s important to be prepared with your important documents. Gathering these together before an emergency gives you peace of mind.

 
Use this list for a reference to get your important papers in order. Remember, every family and every situation is different. Check with your lawyer and accountant to be sure you include all pertinent papers.
There are several ways to keep up with these papers. Keep these papers in a fireproof home safe in labeled folders. Your safe is portable, so it can be taken along with you. Take an extra precaution by scanning these papers. Using the Neat Connect  (sponsored link), you can scan in your papers and keep them safe regardless of your location. NeatConnect scans paper and turns these into digital files. Then the information is kept in the cloud. There are no worries about having all the papers with you all the time this way as you can access them wherever and whenever. By scanning, you can digitally share with family, friends and others.

 

 

  Legal

Will, Durable Power of Attorney

Medical Power of Attorney, Living Will/Directive to Physicians/HIPPA release form

Declaration of Guardian and Appointment of Agent to Control Disposition of Remains

Revocable Living Trust

Driver’s license

Safe Deposit Keys and Bank address

Social Security Cards

Birth Certificates, Marriage Certificate, Adoption papers, Divorce papers, Military discharge

Passports

Home

Copies of home and auto insurance, with Insurance Agent name and phone number

Home closing documents

Home Title, Car titles and other Vehicle Titles

Utilities phone numbers and account numbers

Medical

Medical and prescription insurance cards

Allergies

Prescription names and amounts

Doctors names and phone numbers

Financial

Bank names and account numbers

Name of financial adviser and phone number

Investment account numbers

Copy of taxes

Original life insurance policies

Loans and outstanding debts

Credit card copies

Credit reports

Royalties, Certificates of Deposit, Stock Certificates, and other investments

Emergency Contacts

Family and Friends

Home helpers and neighbors that have access to your home

“To be contacted” in case of death or illness

 Miscellaneous

Passwords to all online accounts, as well as answers to security questions

Burial policies, Pre-paid funeral arrangements

 

 

Get started today on gathering your important documents.  You will be so glad you did!

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Trackbacks & Pingbacks

  1. […] you are most organized!  Many of us have a safe or a waterproof grab and go box. Here’s a list of what should be a part of your vital documents. You can also keep these documents digitally on Evernote or save them on a flash or external hard […]

  2. […] this space back to functioning with a mass purge of papers.  Check out what to keep and for how long and get down to shredding.  Now you know what to keep when papers come in. Keep filing simple with […]

  3. […] with their important papers.  Just like for your own family,  you want to keep a copy  too of your parents’ papers.  Your […]

  4. […] For 15 minutes you can tackle a lot of paper.  Grab a stack on your counter and let it go.  Not sure what to keep, check here. […]

  5. […] in important documents.  It may be for emergency preparedness or to create additional copies.  It’s easier to find […]

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