|
# |
a. List of 26 important documents you should
maintain in one safe place for easy access. |
Source |
|
1. |
Birth certificates for you and each member
of your family |
(a) |
|
2. |
Marriage licenses or certificates |
(a) |
|
3. |
Baptismal, confirmation, ordination, and
other religious records |
(a) |
|
4. |
Social Security cards and financial information |
(a) |
|
5. |
Record of military service |
(a) |
|
6. |
Tax returns (at least last 3 years) |
(a) |
|
7. |
Bank statements and checkbook stubs (last
3 years) |
(b) |
|
8. |
Diplomas and academic transcripts |
(a) |
|
9. |
Contracts and other legal documents |
(a) |
|
10. |
Medical, Dental, and pharmaceutical records |
(a) |
|
11. |
Deeds, titles, and other proofs of ownership |
(a) |
|
12. |
Mortgages and other loan agreements |
(a) |
|
13. |
Loan statements showing exactly what you owe |
(a) |
|
14. |
Credit Reports |
(a) |
|
15. |
Credit card statements |
(a) |
|
16. |
Insurance policies and proof of premium
payment |
(a) |
|
17. |
Investment account statements and keep
correspondence from brokers |
(b) |
|
18. |
Mutual fund statements |
(b) |
|
19. |
Financial planning memos and projection
of budgeted expenses |
(b) |
|
20. |
Wills, trusts, etc |
(b) |
|
21. |
Warranty information and key instruction
booklets |
(b) |
|
22. |
Videos showing home contents or lists thereof |
(b) |
|
23. |
Lists of key phone numbers |
(b) |
|
24. |
Lists of any asset & liabilities not
covered on other lists |
(b) |
|
25. |
Resumes of family members |
(b) |
|
26. |
Living wills and health care proxies |
(b) |
