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Last Day Planner_NEW_PIC_2018

2. Originals you

2. Originals you sometimes need Store in: Shred after: Give copies to: Birth certificate Fire and burglar resistant Never discard NA safe at home Cemetery deed Fire and burglar resistant Never discard Heir safe at home Real Estate Deeds Fire and burglar resistant Ten years after NA safe at home property is sold Death certificates Locked filing cabinet Never discard Executor Diplomas Fire and burglar resistant safe at home Guardianship Fire and burglar resistant arrangements safe at home Health records Fire and burglar resistant safe at home Immunization Fire and burglar resistant records safe at home Marriage certificates Fire and burglar resistant safe at home Medical directive Fire and burglar resistant safe at home Naturalization Fire and burglar resistant Certification safe at home Passports Fire and burglar resistant safe at home Powers of attorney Fire and burglar resistant safe at home Retirement plan Fire and burglar resistant benefits safe at home Social Security Fire and burglar resistant card safe at home Stock/bond Fire and burglar resistant certificates safe at home Vehicle titles Fire and burglar resistant safe at home Trusts Fire and burglar resistant safe at home Wills Fire and burglar resistant safe at home 8 Never discard Never discard Never discard Never discard Never discard New one signed Never discard It expires New one signed Never discard Never discard When sold Vehicle is sold New one signed New one signed NA Executor, guardian Doctor Doctor Executor Doctor, heir NA NA Doctor, heir Financial advisor NA NA NA Executor, heir Executor, heir

3. Other Documents Store in: Shred after: Give copies to: College financial aid Credit report Document inventory (this list) Locked filing cabinet Fire and burglar resistant safe at home Fire and burglar resistant safe at home Ten years after loan is repaid New one arrives You create a new list NA Financial advisor Executor Employee benefits Locked filing cabinet Change jobs NA Employment contract Financial statements Insurance policies/ invoices Letter of last instructions Loan statements Passwords Property tax assessment Receipts (items under warranty) Receipts (expensive items) Safe deposit box inventory Social Security statement Transcripts Fire and burglar resistant safe at home Fire and burglar resistant safe at home Locked filing cabinet Fire and burglar resistant safe at home Locked filing cabinet Fire and burglar resistant safe at home Change jobs New ones drafted A year after replacing policy After writing a new one Ten years after loan is repaid Change password NA NA Financial advisor Executor NA NA Locked filing cabinet New one arrives NA Locked filing cabinet Warranty expires NA Fire and burglar resistant safe at home Fire and burglar resistant safe at home Item sold or donated Updated NA Executor Locked filing cabinet New one arrives Financial advisor Locked filing cabinet You complete another course Vehicle registration Locked filing cabinet New one arrives NA Vehicle repairs Locked filing cabinet Vehicle is sold NA Warranties* Locked filing cabinet Dispose of item NA NA 9

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