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NEW! - Keywords For This Page:   Paper - Information Management - Filing - Documents - Labeling

Document Locator Checklist


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.


A DOCUMENT LOCATOR ... WHAT IS IT?

  • makes things easier on your loved ones
  • list where all of your important papers are stored
  • location of each (address, directions, and important contact info)
  • if you are incapacitated or die
  • helps others take care of your affairs for you

BANKING RECORDS

  • trusts
  • loans
  • list of accounts
  • statements and cancelled checks
  • checkbook / passbook
  • safe deposit box and key

BUSINESS PAPERWORK

  • incorporation papers
  • contracts and agreements
  • computer backup
  • trademarks, patents, copyrights, and licenses

CONTACTS

  • friends
  • relatives
  • business
  • attorney
  • CPA
  • insurance agent
  • financial advisor / investment broker
  • executor

DEEDS, TITLES, AND REGISTRATIONS

  • title insurance
  • property
  • home inventory
  • vehicles

FAMILY RECORDS

  • birth certificates
  • adoption papers
  • guardianship / custody documents
  • social security cards
  • proof of citizenship
  • marriage license
  • divorce decree
  • military service records
  • personal paperwork

FUNERAL INSTRUCTIONS

  • burial or cremation instructions
  • cemetery plot deeds
  • service
  • grave marker

INSURANCE

  • life
  • other death benefits
  • property and casualty
  • health
  • homeowners or renters
  • auto

INVESTMENT PAPERWORK

  • CDs
  • securities
  • stock and bonds
  • mutual funds
  • retirement plan
  • IRA
  • annuities

LEGAL DOCUMENTS

  • wills
  • powers of attorney
  • trust documents
  • special bequests
  • safe combination

 


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