Personal Papers and Legal Documents
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1 Page 1 of 5 Personal Papers and Legal Documents Being able to quickly find your important will help your spouse, children, or executor in the event you become incapacitated or pass away. It will also help you during your life when you apply for a loan, meet with your estate planning attorney, or are forced to leave your house in an emergency. You can accomplish this by fully completing this planner and assembling your binder. Keep in mind that this is your planner, and you can complete as much or as little as you want. The more you complete, however, the more useful it becomes. In Table 2, you ll enter the physical location of your most important. As you complete this planner, you ll walk through the details of these and where they fit into your financial life. Be sure to take your time and complete this as accurately as you can. Table 2: Personal Papers and Legal Documents Address book (personal) Address book (business) Birth certificate Charitable membership & volunteer Children(s) legal (such as birth certificate & Social Security card) Citizenship Club Divorce decrees Educational transcripts Loyalty program information Marriage license Medical records Military records & Naturalization Passport Password list Pet Religious Reward program information Safe-deposit box agreement Service club Storage unit agreements Other personal As needed As long as participating Until update As long as you have pet As long as participating Until agreement is canceled Until agreement is canceled
2 Page 2 of 5 ASSETS Bank account records Brokerage account records Business interests Certificate of deposit records Collectibles inventory College savings accounts Debts (owed to you) records Financial planning Investment records Royalty agreements and records Other assets Keep statements & canceled checks for 6 years (receipts until statement reconciliation) or paid off (though keep indefinitely as proof of payoff) RETIREMENT PLANS Individual retirement account records (IRA, SEP) Employer retirement account records (401(k), 403(b), 457) Pension plan information Social Security card & statements Other retirement plan information &
3 Page 3 of 5 HOME AND REAL ESTATE (REAL PROPERTY) Appliance receipts and warranty information Car (title, registration, repair records) Commercial property records Electronics (computers & entertainment) receipts and warranty information Farmland records Home improvement records Home purchase Investment property records Plane, boat, and RV Real estate deed Time-share/vacation club records Undeveloped land records Vacation home deed and records Other real estate Until sold or discarded Until 6 months after sale Until sold or discarded Keep on hand for at least 6 years after sale of home. Keep on hand for at least 6 years after sale of home. INCOME Business income statements Employee benefits summary Employee handbook Employment agreement Investment income statements Online sales records Pay stubs Retirement income statements Royalty payment statements Second job Spending account records Other income
4 Page 4 of 5 DEBTS, LOANS, TAXES, AND EXPENSES Business (commercial property) loan Car loan Child care and day care Club statements Credit card statements and Debt consolidation loans Education (tuition payments) Home loan (mortgage) Investment property loans Membership statements Personal loans Private mortgage insurance Rental agreements Reverse mortgage Season ticket Student loan records Subscription and services Tax records Time-share and vacation club loan Utility agreements and statements Vacation home loan Other expense or paid off or paid off Keep until service is canceled. If used for tax purposes, keep for 6 years; otherwise shred statements & receipts after reconciling statement, or longer if you wish to return something. or paid off Keep until canceled (or if tax-deductible, keep for 6 years after cancellation) or paid off or paid off or paid off or paid off Retain for up to 6 years after agreement is terminated or paid off If used for tax purposes, keep for 6 years; otherwise shred statements & receipts after reconciling statement, or longer if you wish to return something. or paid off Seven years from filing date or paid off or paid off
5 Page 5 of 5 INSURANCE Auto insurance policy and Disability insurance policy and Health (and Medicare) insurance policy and Homeowners and renters insurance policy and Life insurance policy and Long term care (LTC) insurance policy and Annuity contracts and statements Other insurance policy and Until the contract ends or is canceled ESTATE PLANNING Digital estate plan Estate plan Final arrangement Health care directive/advanced directive Organ and body donation Power of attorney Trust(s) Will Other estate planning NEXT STEPS As you go through this planner, these will be covered in further detail. Until you ve completed the planner, you should keep originals of important, irreplaceable in a secure location, such as a fireproof safe or safe-deposit box. Copies should go in the binder. Add a copy of this list to the Creating Your Financial First Aid Kit section of your binder. When you have a new agreement or account, be sure to update this table.
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