Legal Document Book
Below are the instructions and forms for creating a binder of the important documents in your life. In it are copies of insurance policies, financial information, medical information, automobile and home information, birth records, real estate documents, etc. This book will be a valuable tool whether you are in an emergency situation or just need some quick information. Keep it handy and keep it updated as things change.
In the case of emergency evacuation, be sure to take this book with you. You will be glad you did. Click here for a printable copy (pdf) of all the forms you will need.
You will need:
Copies of:
Extra Items you might want:
In the case of emergency evacuation, be sure to take this book with you. You will be glad you did. Click here for a printable copy (pdf) of all the forms you will need.
You will need:
- 2 ‑ 3" binder
- Plastic Sheet Protectors
- Dividers
- Copies of Documents
Copies of:
- Birth /death certificates
- Marriage License
- Passports
- Social Security cards
- Immunization records
- Property deeds, plat maps
- Water certificates
- Education graduation certificates
- Military records
- Adoption certificates and info
- Baptismal certificates
- Priesthood advancement certificates
- Medical Permission B may want to notarize signatures
- Medical: Insurance info, disabilities, allergies, doctors etc
- Auto insurance info and contact person
- Home insurance info and contact person
- Life insurance policy info, contact person
- Wills, Trusts, Powers of Attorney (financial & medical)
- ALL financial info -- Banks, checking info, savings info, investments, loans, debts, stocks, bonds.... who, where, what , how much
- Credit Card info -- who, phone numbers, copy of cards
- Home Inventory -- a video or photos would be great
- Back up disks of genealogy information
- Emergency contact list B accountant, lawyer, out of town relatives
- Diagram of property with locations of emergency shut off valves, septic tank and leach lines, electrical panels, etc
- Appraisals and inventory (photos are great) of Artwork, Jewelry, Antiques
- Evacuation Plan for your family B location of flashlights and fire extinguishers, how to exit home, where to meet outside, who to contact, what to do if you aren't together, etc.
- Resumes
- Job / work information
- Funeral: letter of instruction, burial plans, cemetery info, funeral service plans
Extra Items you might want:
- Back up disks from computers
- Negatives for important pictures
Scroll down on the documents below to see the instructions and forms for the Document Book. You may print or download from here.
