Organizing your Personal and Family Records

Organized Personal Family Records

Over the years, you’ve probably collected a lot of “stuff”, right? But do you know what you have? Where it’s all located? What’s important? What’s not important? How long do you need to keep it?

Use the following as a guideline to help you get and keep your important information personal and family records safe and organized.

PERSONAL and FAMILY RECORDS
What?
Where?
How long?
Birth, marriage and death certificates Safe deposit box or fireproof home storage Permanently
Adoption and custody papers Safe deposit box or fireproof home storage Permanently
Citizenship papers Safe deposit box or fireproof home storage Permanently
Divorce and separation papers Safe deposit box or fireproof home storage Permanently
Military papers Safe deposit box or fireproof home storage Permanently
Will Safe deposit box (if jointly rented); copy with spouse or executor Until a new one is made
Living will; durable power of attorney for health care; values dialogue Home file, safe deposit box, copies with agents, family members and primary physician Permanently
Update as needed
Passports Safe deposit box or fireproof home storage Until replaced
Social security card Home file (locked) Permanently
Diplomas, transcripts Home file Permanently
Medical history and records Home file Permanently
Update as needed
Employment records Home file Permanently
Valuable documents inventory Home file; copy with executor or family member Permanently
Update as needed