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Part I: Organizing your documents



December: Organizing your documents
Let’s get started:

– Go through all the documents you have together and complete as much of the information in the Personal Estate Inventory Spreadsheet (that was provided at our seminar). If you need a copy, please contact our office.

– Decide how you would like to organize the documents that support all the information in your Estate Inventory Spreadsheet (ie. Permanent Binder).
Remember to include only copies of your documents. You should have all of your original important documents in a secure location such as a safe deposit box. Be sure to list the location of your safe deposit box and key on your Estate Inventory under the Important Documents Tab.

Replacement of Identification and Family Records

As you begin to locate your important Papers and realize that you are missing some documents, you can access that information from the official web portal of the U.S. government at www.usa.gov. This website contains links that can assist you in replacing the following documents:
• Birth, marriage and death certificates
• Driver’s license and vehicle registration
• Immigration documents
• Military Service Records
• Medicare card replacement
• Passport
• Social Security Card
You can also call 800-333-4636 to obtain information on replacing these documents.

Photograph Possessions

An inventory of your personal property is one of the most important things you can do to prevent problems if you need to file an insurance claim. The inventory is also useful in reviewing your policy for adequate coverage of your personal possessions. Photos and/or video are an easy to prove ownership and the value of your personal possessions, valuables and collectibles, as well as your home. During the holiday season while you have most of your attic on display and you have your camera or video camera out for family pictures, take the time to document all your household items and valuables. Be sure to include a photo of all the personal assets you included in your Personal Estate Inventory. So don’t forget to photograph your silver, china, and jewelry. While you are at it, be sure to take a picture of possessions that have sentimental value too! Be sure to record the date the photos were taken. Store your photos on a CD or jump drive in your safe deposit box. Don’t forget to open closets and drawers and don’t forget your outside storage building and your second home!

The Insurance Information Institute offers a free online home inventory software at www.iii.org. The website is also a great resource for information on insurance topics.

Enough for one month! We wish you a wonderful Holiday Season! Next month our blog will focus on Identity Theft Tips.

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