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.
Social Security Card
Letter of Instruction
Power of attorney (Financial)
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) Loan Information: Do not resuscitate order
Where, account numbers Organ donor
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 email@example.com