Many people struggle with organizing their paperwork.
They are not sure what to keep and the best way for them to store the papers they decide to keep.
This blog will identify what important papers you need to keep and where to store them.
Vital Documents                                                        Â
Birth Certificate                                                        Â
Social Security Card                                                                         Â
Marriage license                                                                                   Â
Military records
Divorce papers
Passport                     Â
Will
Letter of Instruction                                                 Â
Trust documents                                                                   Â
Power of attorney (Financial)Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â
Copy of: Driver’s license, Health insurance card, credit cards
Property                                                        Financial                                           Health
                                                                                                                  (store together in binder)
Vehicle titles                                      List of bank accounts                        Emergency contacts
Deeds to house, land,                        Stock certificates                               Medical history
 Cemetery                                                       Savings bonds                        Medications
Inventory List/Pictures                                 Safe Deposit box                  Healthcare Power
Insurance-Home & Auto,                              Investment Accounts              of Attorney
 Company name, Policy number        Retirement Accounts                                   Living Will
(keep the most current policy)Â Â Â Â Â Â Â Â Â Â Â Â Loan Information:Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Do not resuscitate order
                                                                Where, account numbers           Organ donor
                                                            Life Insurance:
                                                               Company name, Policy number
                                                            Tax returns: at least the past
                                                              seven years with supporting documents
It is recommended that Vital Documents be stored in a locked firebox in the home.
Safety Deposit Boxes are not accessible 24/7. Other papers can be stored in a binder or file box or cabinet.
For more information about organizing important papers contact Beth Ruck from Conquering Clutter at 937-564-1279 (call or text) or conqueringclutter1@gmail.com
#importantpapers#importantdocuments#paperclutter
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