
Here’s a booklet that will help you collect all your confidential records to assist in handling your affairs in the event of an emergency.
Here’s the Table of Contents:
1. Vital Papers Location
* Birth Certificates
* Marriage Certificate
* Will or Trust
* Safe Deposit Box
2. People Familiar with my Affairs
* Professional Services
* Special Instructions
3. Important Records
* Tax records and returns
4. Insurance
* Health/Life/Disablilty Insurance
* Annuities
* Health Insurance
* Disability Insurance
* Accident / Hospitalization Insurance
* Long Term Care Insurance
* Homeowner Insurance
5. Your Estate
* Financial Account Information
* Real Estate
* Investments
* Trust Funds
6. Business Ventures
7. Funeral Arrangements
How to Make:
1. Print the file below.
Depending on your printer options you may want to print a copy on “fast draft”. Once you know how your computer formats the booklet then you can print a good copy accordingly. On my computer I print out one page, flip it over, and then print out the next.
2. Print the cover page on cardstock, optional.
3. Office Depot has a large stapler you can use free of charge to place 2 staples in the center to bind it together.
Print Free File: Personal Records Booklet


























{ 1 comment }
I am going to print a few of these and prepare them for my mother and mother in law.
Comments on this entry are closed.