My Document Inventory
Related Article: My Document Inventory
STORE IN A SAFE DEPOSIT BOX NOTE: Not every important document belongs in a safe-deposit box. Read Using a Safe-Deposit Box. |
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ITEM |
WHERE IT IS STORED |
NOTES |
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Government Bonds and other Investment Certificates |
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Property Deeds, Titles and Bills of Sale Description:  Add Deed
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Household Inventories (See Preparing a Household Inventory) |
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Military Service Records Name: Add Service Record
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Birth Certificate Mine: Child: Add Birth Certificate
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Marriage Certificate |
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Citizenship Papers |
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Divorce Papers |
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Adoption Papers Name: Add Adoption Papers
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Baptismal Records Name: Add Baptismal Record
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Death Certificates Name: Add Death Certificate
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Important Contracts Description: Add Contract
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Patents and Copyrights Description: Add Patent/Copyright
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A Copy of this List -- yes, this list! |
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STORE IN A FIREPROOF BOX IN YOUR HOME. (For more information, including period of time for which to keep various documents in this box, see Setting Up A Filing System.) |
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ITEM |
NAME OF FILE IN WHICH IT IS STORED |
NOTES |
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Income Tax Returns and Records (Keep for at least three years, with supporting documents used to file the return.) |
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Banking statements, including Checking, Savings, CD and Money Market Funds |
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Stocks, Bonds, and Brokerage Account Statements |
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Canceled Checks |
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Receipts (Consider stapling receipts to inside cover of instruction manuals) |
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Records of Loans or other Debts with Schedule of Payments |
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Business Records |
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Employment Record / Resume |
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Education Record / Diplomas |
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Passport |
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Your Social Security Card |
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Originals or copies of all Insurance Policies |
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Health Records and Information concerning your Health Insurance (See Medical Records) |
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Copy of Your Will (See Wills) |
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Copy of Your Living Will (See Living Will) |
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Copy of Durable Power of Attorney (See Durable Power of Attorney.) |
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Copy of Health Care Power of Attorney |
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Cemetery Deed |
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Instruction Books and Guarantees for Appliances and other Household Items |
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Employee Benefits Booklets |
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A Photocopy of your Medical Identification card |
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Address / Contact List |
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Another Copy of Your Household Inventory |
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Funeral plans and final requests |
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Your Instruction List |
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KEEP IN YOUR WALLET |
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ITEM |
WHERE IT IS STORED |
NOTES |
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State Identification Card or Driver's License |
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Auto Insurance Card (Keep a duplicate in your car) |
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Motor Vehicle Registration Card (keep a copy in your car) |
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Health Insurance I.D. Card |
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Contact Information (to Notify in Case of an Emergency -- include people who are your Health Care Proxy and alternate) |
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Card Showing your Blood Type and if you are Diabetic, Epileptic, or Allergic to certain Drugs |
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History of your Medical Condition and current Drugs or Treatments |
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KEEP WITH YOUR ATTORNEY |
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ITEM |
WHERE IT IS STORED (If in your files, include name of file) |
NOTES |
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Will (the Original) (See Storing and Updating Your Will) |
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Documentation proving mental competency at time of executing your Will. (See How To Make Your Will Challenge-Proof) |
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Information needed to administer your assets if you become incapacitated or die (See List of Instructions) |
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Designation of Guardian with phone number and address |
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Trust Documents |
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A list of locations of all safe deposit boxes and location of other important documents |
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Location of your hidden safe, if any, and who else has the combination. |
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GIVE YOUR ATTENDING DOCTOR, SPECIALIST, AND HOSPITAL |
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ITEM |
Location of Original |
Doctor And Hospital That Have a Copy |
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Copy of your Health Care Power of Attorney |
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GIVE YOUR PHARMACIST |
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ITEM |
WITH WHICH PHARMACIST |
NOTES |
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Copy of Your Health Care Power of Attorney |
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