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DOCUMENT INDEX

Vital Records
Marriage Certificate
Passports/Visas
Business License(s) (Copies)
Immunization Records
College Records, Transcripts, Diplomas
Adoption, Custody, Foster Care Records
Medical Records
Church Records
Baptismal Certificates
Line of Authority
Disc of Genealogical Records
Financial Records
Mortgage Records/Loans, Deeds, Property Tax Info
Credit Card Names, Numbers, Contact Info
Retirement/Pension Accounts and Records
Investment Account Names, Numbers, Contact Info
Inventory of Safe Deposit Box Items and Locations
Personal Will and or Trust
Video of Valuables
Savings Bonds
Guarantees and Warranties
Student Loan Records
Emergency Preparedness
Emergency Phone Numbers
Family Fire Escape Plan
Family Evacuation Plan
Food Storage Checklist
Car Safety Supply Checklist
Miscellaneous Items
Pet Identification Numbers
Ward Roster
Safe Combinations
Extra Keys (Labeled)/Safety Deposit, Car, Mail, etc.
Disc of Family Pictures/Recipes

License Plate and Vin #s


Naturalization/Immigration Papers
Voter Registration Cards
Court Documents
Death Certificates
Resume(s)
Prescription Information

Patriarchal Blessings
Church Records and Certificates

Bank Account Information


Creditor Names, Acct #s, Contact Info
Social Security Information
Deeds of Trust
Car Titles and Registration Copies
Insurance Info/Life, Health, Home, Car
List of Serial Numbers for Electronics
Funeral Arrangements
Inheritance Records/Power of Attorney
Medicare/Medicaid Records

Directions for Turning off Utilities


Family Disaster Call Plan
Ward Emergency Plan
72 Hour Supply Checklist

Computer Back Up Discs


Home Security Codes and Contact Info
Computer Backup Disc
List of Passwords
Cash

You may want to keep original documents in a safe or deposit box with copies filed in your binder.

FINANCIAL ACCOUNT INVENTORY


CHECKING/SAVINGS
INSTITUTION
PHONE
ACCT #
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__________________________________________________________________
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RETIREMENT/PENSIONS

INSTITUTION

PHONE

ACCT #

__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
________________________
STOCKS & BONDS

INSTITUITION

PHONE

ACCT #

__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
________________________
OTHER(S)

INSTITUTION

PHONE

ACCT #

__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
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SAFE DEPOSIT BOX


#

INSTITUTION

PHONE

BOX

__________________________________________________________________
__________________________________________________________________
____________________________________

CREDITORS
MORTGAGE(S)
ACCT #

INSTITUTION

PHONE

__________________________________________________________________
__________________________________________________________________
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CAR(S)
INSTITUTION
PHONE
ACCT #
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MEDICAL ACCOUNT(S)
INSTITUTION
PHONE
ACCT #
__________________________________________________________________
__________________________________________________________________
____________________________________
__________________________________________________________________
__________________
CREDIT CARD(S)
ACCT #

INSTITUTION

PHONE

__________________________________________________________________
__________________________________________________________________
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__________________________________________________________________
__________________
OTHER(S)
INSTITUTION
PHONE
ACCT #
__________________________________________________________________
__________________________________________________________________
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