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Feel free to use this tip sheet / checklist as you tackle your own ""do-it-yourself"" organizing projects. If you would like to REPRINT or DISTRIBUTE this information, please click here for reprinting instructions.
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BASIC INSTRUCTIONS
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- keep these documents in a safe deposit box or fireproof safe
- check off each item as you include it
- include the date and location of your safe deposit box
- keep list at home in a file labeled "safe deposit box"
- if you remove something permanently, change your list
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LEGAL RECORDS
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- copies of drivers licenses
- copies of other items in your wallet (in case stolen)
- list of credit card account numbers
- insurance policies
- last will and testament
- living wills
- powers of attorney (durable and medical)
- also give copies to executor in a sealed and labeled envelope
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PERSONAL RECORDS
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- social security cards
- birth or adoption certificates
- death certificates
- marriage licenses
- divorce decrees
- military records
- passports
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PROPERTY RECORDS
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- vehicle titles
- household inventory (video, photos, appraisals, etc.)
- real estate warranty deeds
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VALUABLES
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- jewelry
- coins
- collectibles
- other expensive or hard-to-replace items
- may need additional insurance when items not locked away
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WHAT PAPERS TO KEEP ON HAND
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- cemetery deeds, burial instructions, and estate documents
- box may be sealed upon your death
- need to make sure family has your last wishes and instructions
- tax records
- copies of education records, diplomas, and transcripts
- appliance and equipment instructions and warranties with serial numbers
- bank statements and cancelled checks
- credit card statements
- medical and health records
- investment account statements
- passports or passport numbers
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