Get Organized
OK, sounds great! So what do you need to organize? See the list below:
Important Professionals in My Life
Financial Holdings
- Bank/Credit Union Accounts
- IRAs and Employer-Sponsored Retirement Plans
- Brokerage Accounts
- Mutual Funds Held Directly with the Mutual Fund Company
- Direct Stock Ownership in Publicly Traded Companies
- Direct Bond Ownership
- Annuities
- Other Investments
- Business Ownership
Income Sources
Debts Owed
Deeds and Titles
Tax Returns
Insurance
- Life Insurance
- Personal Insurance
- Disability
- Health
- Long Term Care
Personal Possessions
- Miscellaneous Primary Residence possessions
- Farm and Ranch possessions
- Pets
- Storage Unit Inventory
Financial Calendar
Legal Documents
- Will or Living Trust
- Powers of Attorney
- Prenuptial agreements
- Other:
Medical Documents
- DNR Orders
- Organ Donation Consents
- Medication List
Advance Medical Directives
Funeral Documents
- Prepaid plans
- Preferences for memorial service
Miscellaneous Documents:
- Birth Certificate
- Social Security Card
- Marriage Certificate
- Military Records
- Naturalization Records
- Adoption Records
- Passport
- Other:
Safe Deposit Box/Home Safe
