Important Documents Inventory

Identity records

Driver's license / state IDCopy front and back.Where kept:
PassportsNote expiration dates on the line.Where kept:
Birth certificatesWhere kept:
Social security cardsMany households keep originals in a locked location and only a location note here.Where kept:
Marriage / divorce recordsWhere kept:
Citizenship or immigration recordsWhere kept:

Bank accounts (institution, login recovery contact)List institutions and phone numbers — not passwords.Where kept:
Credit / debit cards (issuer and number to call if lost)Where kept:
Retirement / investment accountsWhere kept:
Mortgage / loan statementsWhere kept:
Recent tax returnsCommonly the last 3–7 years are kept; record what you keep.Where kept:
Insurance policies (home, auto, life)Where kept:

Home / renters policy declarations pageWhere kept:
Auto insurance and registrationWhere kept:
Health insurance cards and policyWhere kept:
Deed / leaseWhere kept:
Vehicle titlesWhere kept:
Home inventory list or photosA separate home inventory tool can pair with this binder.Where kept:

This section lists what households commonly file — it is a storage checklist, not medical guidance.

Health / dental / vision insurance cardsWhere kept:
A list of current prescriptions (name and prescriber)A list of what is kept — dosage questions go to the prescriber or pharmacist.Where kept:
Allergy and condition summary page (as your doctor provides)Where kept:
Immunization recordsWhere kept:
Advance directive / healthcare proxy (if you have one)Location note only — original stays where your attorney or state registry holds it.Where kept:
Provider and pharmacy contact listWhere kept:

Will / trust location noteRecord where originals are held, not the contents.Where kept:
Power of attorney documents (if any)Where kept:
Property recordsWhere kept:
Cemetery plot / final arrangement papers (if any)Where kept:
Veteran or union records (if any)Where kept: