Your Vital Papers

Managing Life's Important Documents

Posted by Ellen Delap on July 14, 2014 to the Life, Neatologist Blog

Life’s emergencies require organization. Whether it’s a natural disaster, the death of a loved one, or evacuation from your home, it’s important to be prepared with your important documents.  Gathering these together before an emergency gives you peace of mind.

Use this list for a reference to get your important papers in order. Remember, every family and every situation is different.  Check with your lawyer and accountant to be sure you include all pertinent papers.

There are several ways to keep up with these papers. Keep these papers in a fireproof home safe in labeled folders. Your safe is portable, so it can be taken along with you. Take an extra precaution by scanning these papers and saving them to a cloud storage service, such as Google Drive or NeatCloud.  Using the Neat Connect , you can scan in your papers and keep them safe regardless of your location.  NeatConnect scans paper and turns these into digital files.  Then the information is kept in the cloud.  There are no worries about having all the papers with you all the time this way as you can access them wherever and whenever.  By scanning, you can digitally share with family, friends and others.

Legal

Will, Durable Power of Attorney

Medical Power of Attorney, Living Will/Directive to Physicians/HIPPA Release Form

Declaration of Guardian and Appointment of Agent to Control Disposition of Remains

Revocable Living Trust

Driver’s license

Safe Deposit Keys and Bank address

Social Security Cards

Birth Certificates, Marriage Certificate, Adoption papers, Divorce papers, Military Discharge

Passports

Home

Copies of home and auto insurance, with Insurance Agent name and phone number

Home closing documents

Home Title, Car titles and other Vehicle Titles

Utilities phone numbers and account numbers

Medical

Medical and prescription insurance cards

Allergies

Prescription names and amounts

Doctors names and phone numbers

Financial

Bank names and account numbers

Name of financial advisor and phone number

Investment account numbers

Copy of taxes

Original life insurance policies

Loans and outstanding debts

Credit card copies

Credit reports

Royalties, Certificates of Deposit, Stock Certificates, and other investments

Emergency Contacts

Family and Friends

Home helpers and neighbors that have access to your home

“To be contacted” in case of death or illness

 Miscellaneous

Passwords to all online accounts

Burial policies, Pre-paid funeral arrangements

Get started today on gathering your important documents.  Review your files and consolidate these items.  You will be so glad you did!

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