Colonial Oaks

Important document check-list

Senior Couple organizing their papers

Let’s face it, we accumulate a lot of “important documents” in life. Often times, they end up in a nightstand, drawer, shoebox or a combination of all of these places. This family documents checklist is a good starting point to be sure you know where important documents are located…just in case!

Make any necessary additions and skip items that don’t apply. You should make sure the items on the list are easy to find, ideally organized in a fireproof filing cabinet, home safe or online document vault. We use file folders to organize things together so they are easy to find.

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