Family Records

01

Marriage Certificate

Alimony Documents

Death Certificates

Children Birth Certificates

Child Support Documents

Divorce Decrees

Adoption Papers

Healthcare

02

Medical Records

Long Term Care Policies

Health Insurance Policy

 Medicare/Medicaid Insurance

Medical Directive

Vaccinations

Health Insurance Coverage ID Cards

Supplemental Insurance Coverage

Doctor Contact Information

Prescriptions

Health Condition Diagnosis

Personal Identification

03

Driver’s License

Birth Certificates

Green Cards

Passports

Real ID Cards

Social Security Cards

Immigration Documents

Military

04

Military ID

Special Awards & Medals

Military Discharge Records

Branch & Rank

Home

05

Title to Property

Home Warranty Policy

Loan Documents

Property Photos

Property & Casualty Insurance Policy

Title Insurance Policy

Inspection Reports

Appraisals

Closing Statements

Property Tax Statements

Title Reports

Personal Property Inventory List & Photos

Auto

06

Title of Ownership/Pink Slip

Warranties

Vehicle Registration

Auto Insurance Policy

Lease Documents

Vehicle Photos

Loan Documents

Auto Club Information

Asset Information

07

Bank Accounts

Social Security Benefits

Stocks, Bonds,
Other Security Holdings

Other Financial Agreements

401K Statements

Banker Contact Information

Annuities

Pension Agreements

IRA Statements

Investment Broker
Contact Information

Credit Card Information

Retirement Estate Planning

08

Power of Attorney

Irrevocable Trust Documents

Life Insurance Policies & Beneficiaries

Last Will & Testament

Attorney Contact Information

Living Trust Documents

Accountant Contact Information

Personal Finance Tax Information

09

Federal Tax Returns

W-2s, K-1s, & Other Supporting information 

Personal Financial Statements

State Tax Returns

Tax Information

Personal Loan Agreements

Personal Financial Budgets

Current Year Tax Information

Credit Reports

Bank Reconciliations

Career Employment Information

10

Resume

Reference Letters

Continuing Education Courses

Stock Options

Professional Designations

Professional Memberships

Employment Contract

Retirement Plan

Professional Licenses

Professional Awards

Group Insurance Policy

Education

11

High School Diploma

Academic Achievements

College Degrees

Special Awards

Advanced Degrees

Transcripts

Business Financial Information Records

12

Federal Tax Returns

Current Year Tax Information

Financial Budgets

State Tax Returns

Business Financial Statements

Bank Reconciliations

Supporting Tax Information

Business Plans

Business Loan Agreements

Projects, Plans, Providers, To Do's

13

To Do List

Warranties

Property Repairs & Maintenance

Accountants

Attorneys

Home Improvements

Real Estate Brokers

Utilities Information

Subscriptions

Tax Preparers

Travel Plans

Investment Advisors

Service Providers

Household Budgets