Documentation Book
Documentation Book

Documentation Book

Thanks so much to Jo, who put this together for her Ward’s HFPE, she did a great job.

YOU WILL NEED:

  • 2-3″ binder
  • Plastic Sheet Protectors
  • Dividers
  • Copies of Documents

Copies of:

  • Birth /death certificates
  • Marriage License
  • Passports
  • Immunization records
  • Education Graduation certificates
  • Baptismal certificates
  • Priesthood advancement certificate
  • Medical: Insurance info, disabilities, allergies, doctors etc
  • Auto insurance info and contact person
  • Home insurance info and contact person
  • Life insurance policy info, contact person
  • Wills
  • ALL Financial info…. Banks, checking info, saving info, investments, loans, debts, stocks, bonds…. who, where, what , how much
  • Credit Card info-who, phone numbers, copy of cards
  • Military records if any
  • Adoption certificates and info, if any
  • Funeral: burial plans, cemetery info, funeral service plans
  • Home Inventory ~ a video would be awesome or photos
  • BACK UP DISKS OF GENEALOGY INFORMATION
  • Emergency contact list – accountant, lawyer, out of town relatives
  • Emergency shut off valve location around home, and a diagram
  • Appraisals and inventory (photos are great) of Artwork, Jewelry, Antiques
  • Evacuation Plan for your family- how to exit home, where to meet out side, who to contact, what if aren’t together ~ what should you do etc.
  • Resumes
  • Job / work information

Extra Items you might want

  • Back up disks from computers (if you want)
  • Negatives for important pictures

Here are some pages you can print put they are in Microsoft Word and Excel

docari_sheet.doc21.5 KB

doc car_insurance.doc20.5 KB