Vital Records and Documents Everyone Should Have in Order A Public Service Presentation provided by the Society of Certified Senior Advisors

The Roadmap Communication Device Locator System for Physical & Electronic Records Special Instructions

Steps: Get and keep your ducks in a row! Collect – locate all vital records and documents Correct – check for accuracy Replace – if incorrect or missing Communicate – you MUST tell someone Store – access and safety

Identification Records and Documents Who are you?

Birth Certificate Citizenship Death Certificate Divorce Decree Driver’s License Education/Diplomas Employment/Resume Government ID Marriage License Medicare Card Memberships Military Service Passport Passwords Recent Photo Social Security Card Talents & Hobbies List Wallet Contents

Contacts Who do you know, what is their relationship to you?

Address Book / Contact List In Case of Emergency Contacts ICE Your Cell Phone

Health Medical, health and wellness

Dental Ins Disability Ins Medical Contacts Medical POA Five Wishes Flexible Spending Acct Health History Health Savings Acct Living Will Advanced Directive Long Term Care Medicaid Medical Insurance Medical Receipts Medicare Prescription Information Supplemental Ins Vial of Life Vision Ins Worker’s Compensation

Insurance How are you covered?

Auto Ins Boat/Watercraft ins Disaster Ins Flood Ins Home Warranty Homeowner’s Ins Identity Theft Ins Insurance Claims Insurance Summary Life Ins Motorcycle Ins Renter’s Ins RV/Camper Ins Special Ins & Riders Umbrella Ins VA Life Ins

Things What do you own?

Appraisals Digital Property Intellectual Property Home Inventory Inventory List Inventory Photos Inventory Receipts Inventory Video Warranties & Manuals

Finances What are you worth?

Bank Accounts Beneficiary Info Bills & Payments Credit & Debit Cards Credit Report & FICO Expense Tracking Investment Accounts Leases & Loans Mortgage Pension Property Ownership Receipts Safe & Safe Deposit Box Social Security Stmt Stocks, Bonds, CDs Vehicle Registration Vehicle Title

Taxes What to keep and for how long Current Receipts & Returns Previous Receipts & Returns

Estate

Digital Online Legacy Powers of Attorney Ethical Will Final Arrangements Obituary and Photo Organ Donation Survivor's Checklist Trust Documents Will

Be Prepared for Anything

Agent(s) Caregiver Children / Family Medical Pet(s) Travel Wallet Emergency Planning Guide Evacuation Plan Family Plan Cards Neighborhood Emergency Plan

Memories Preserving and storing memorabilia

Storage Physical, Electronic or Both

Security Protect and Back Up

Don’t Wait for a Crisis!

Selecting the Best System for You Physical  Files  Binders Electronic  Computer  Cloud

How do you eat an elephant? One bite at a time! Just do one thing at a time

Resources Subject matter provided by Judy Rough, CSA With decades of experience in vital record and document organizing, Judy is passionate about helping everyone to get their “ducks in a row”. Her user-friendly insightful approach to helping people to organize their life’s papers and plans has made her a sought after coach, workshop leader and speaker at national conferences. For 7 years Judy owned a record and document organizing firm in AZ, CA and CO, she currently is the Senior Director of Business Development and Strategy for the Society of Certified Senior Advisors. Judy has held her CSA certification since 2011.