Be Prepared! Create Your Family’s “important Documents File”

Our lives can be disrupted with little or no warning by natural disasters, fires or other catastrophic events. 
It doesn’t have to be complicated. It’s simply a folder with a list of all your important information and copies of important documentation.

Important Documents Checklist

  • Birth Certificates
  • Marriage License
  • Social Security Cards
  • Passports
  • Voter Registration
  • Copy of recent credit report. You can get a free report every year.
  • Most Recent Tax Return
  • Bank Account(s) Information
  • Financial Portfolio Account(s) Information
  • Credit Card Account Information
Home Accounts
  • Mortgage (or rental agreement)
  • Utility companies and account information
  • Copy of your home warranty policy if you have one
  • Copy of homeowners Insurance
Other Account Information
  • Credit Card Accounts
  • Student Loans
  • Vehicle Loans or Leases
Health Information
  • Vital health information for each family member, including blood type, allergies, conditions
  • Shot Records
  • Insurance Health Insurance
  • Short- and Long-Term Disability Insurance
  • Life Insurance
  • Vehicle Insurance
  • Pet Insurance
Life Planning
  • Last Will & Testament
  • Living Trust
  • Health Care Power of Attorney
  • Advanced Directive

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