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Last Day Planner_NEW_PIC_2018

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2. Originals you<br />

sometimes need<br />

Store in: Shred after: Give copies to:<br />

Birth certificate Fire and burglar resistant Never discard<br />

NA<br />

safe at home<br />

Cemetery deed Fire and burglar resistant Never discard Heir<br />

safe at home<br />

Real Estate Deeds Fire and burglar resistant Ten years after NA<br />

safe at home property is sold<br />

Death certificates<br />

Locked filing cabinet<br />

Never discard Executor<br />

Diplomas Fire and burglar resistant<br />

safe at home<br />

Guardianship Fire and burglar resistant<br />

arrangements safe at home<br />

Health records Fire and burglar resistant<br />

safe at home<br />

Immunization Fire and burglar resistant<br />

records<br />

safe at home<br />

Marriage certificates<br />

Fire and burglar resistant<br />

safe at home<br />

Medical directive Fire and burglar resistant<br />

safe at home<br />

Naturalization Fire and burglar resistant<br />

Certification safe at home<br />

Passports Fire and burglar resistant<br />

safe at home<br />

Powers of attorney Fire and burglar resistant<br />

safe at home<br />

Retirement plan Fire and burglar resistant<br />

benefits<br />

safe at home<br />

Social Security Fire and burglar resistant<br />

card<br />

safe at home<br />

Stock/bond Fire and burglar resistant<br />

certificates safe at home<br />

Vehicle titles Fire and burglar resistant<br />

safe at home<br />

Trusts Fire and burglar resistant<br />

safe at home<br />

Wills Fire and burglar resistant<br />

safe at home<br />

8<br />

Never discard<br />

Never discard<br />

Never discard<br />

Never discard<br />

Never discard<br />

New one signed<br />

Never discard<br />

It expires<br />

New one signed<br />

Never discard<br />

Never discard<br />

When sold<br />

Vehicle is sold<br />

New one signed<br />

New one signed<br />

NA<br />

Executor, guardian<br />

Doctor<br />

Doctor<br />

Executor<br />

Doctor, heir<br />

NA<br />

NA<br />

Doctor, heir<br />

Financial advisor<br />

NA<br />

NA<br />

NA<br />

Executor, heir<br />

Executor, heir

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