What to KEEP Where to STORE When to SHRED Originals you rarely need: Adoption Papers Citizenship Papers Divorce Decree Lawsuits Household Inventory Photos of Possessions Military Discharge Veteran Papers
Originals you may need occasionally: Birth Certificate Cemetery Deed Real Estate Deeds Death Certificates Diplomas Guardianship Arrangements Health Records Immunization Records Marriage Certificates Medical Directive Naturalization Certification
Tax Documents: Bank Statements Cancelled Checks Credit Card Statements Home Purchase/Improvement Tax returns/supportive info
Investment Documents: Annuity Contracts Loan Agreements Pension Plan Documents Investment Account Statements
STORE IN Safe-deposit box Safe-deposit box Safe-deposit box Safe-deposit box Safe-deposit box Safe-deposit box Safe-deposit box Safe-deposit box
SHRED
STORE IN In-home safe In-home safe In-home safe Locked cabinet In-home safe In-home safe In-home safe In-home safe In-home safe In-home safe In-home safe
SHRED
STORE IN Locked cabinet Locked cabinet Locked cabinet Locked cabinet Locked cabinet
SHRED
STORE IN Locked cabinet Locked cabinet Locked cabinet Locked cabinet
SHRED
Never discard Never discard Never discard Never discard Never discard Never discard Never discard Never discard
Never discard Never discard 10 years after sale Never discard Never discard Never discard Never discard Never discard Never discard New one signed Never discard
COPIES TO Lawyer, Executor Executor Lawyer Lawyer Financial Advisor Financial Advisor
COPIES TO
Heir Executor
Executor/Guardian Doctor Doctor Executor Doctor, Heir
COPIES TO
7 years 7 years 7 years 7 yrs after home sold 7 yrs after filing date COPIES TO Annuity paid out Financial Advisor 10 yrs after loan payoff Never discard Financial Advisor 7 years after last investment is sold