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Worksheet for Location of Important Documents

Worksheet for Location of Important Documents

Name: Worksheet for Location of Important Documents
Brand: US Legal Forms
Price: 59.00 USD
Rating: 4.83 (486 reviews)

Category:

Personal Planning

State:

Multi-State

Control #:

US-1140BG

Format:

Instant download

Description

This Worksheet contains information about Wills, Powers of Attorney, Birth Certificates, Death Certificates, Marriage Licenses, Divorce Decrees, Social Security Records, Real Estate Record, Automobile Records, Safety Deposit Boxes, Church Records, and other important records.

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FAQ

Your best bet with storing important documents is a safe deposit box. Most banks or credit unions offer safe deposit boxes.

If you just want to organize your important papers, you can try a simple household binder. Important Records Binder. Fill this with birth certificates, a copy of your will, marriage certificates, licenses, certifications. It's not a bad idea to keep this binder locked away in a fire-safe box.

Paper documents should go into a locked location. Crucial items such as birth and marriage certificates, titles, wills, insurance policies are candidates for a safe deposit box or fireproof safe. Store the safe somewhere not obvious in the case of a break-in, Madison says, and keep digital copies of its contents.

Arrange piles. Start by sorting your paperwork into categories (household, school, pets). Sort with ease. Size appropriately. Consider frequency. Create a landing pad. Keep it neat.

Your best bet with storing important documents is a safe deposit box. Most banks or credit unions offer safe deposit boxes.

Things like marriage certificates, Social Security cards, medical directives and other documents like them should be organized and easy to look through. When you have your documents in order, the best place to store important documents is in a fireproof box or safe at home, or even better, in a safety deposit box.

First, find a system to write things down as they come up in the day. Then, make sure that what you wrote down appears on your to-do list. Execute the items on your list. Keep track of tasks you are responsible for, even if you are not executing. Get Started Implementing these Strategies. Sign up for Our Mailing List.

Decide Which Filing System Will Work for You. Choose a File Naming SystemBe Consistent. Separate Personal and Corporate Files. Organize Files into a Hierarchy of Folders. Get Rid of the ClutterKeep No Unnecessary Files.

Worksheet for Location of Important Documents

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