Important documents checklist
Papers you should find in minutes.
Identity
Originals, for everyone at home.
Store them. Don’t carry them.
Check expiry. Many need 6 months.
Note the renewal dates.
For when names don’t match.
Home
Signed, dated, findable.
Lender and loan number.
Model and serial numbers.
Proof of condition.
Rules, dues, contacts.
Money
Name and last 4 only.
The IRS can look back.
Handy for loans and leases.
Latest one per account.
Car, student, personal.
Insurance
The declarations page.
One per car.
Front and back photos.
Number and beneficiaries.
Health
Schools ask for these.
Short and current.
Who decides, if you can’t.
Car
Needed to sell.
Note the renewal month.
Helps at resale.
Pets
Rabies certificate, too.
Keep the registry current.
Estate
Where the original lives.
Money and medical.
These beat the will.
Your ticks stay in this browser only.
Where to keep them
- Originals go in a fireproof box.
- Keep photos on your phone, too.
- Tell one person where they are.