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Personal Record Keeping Organizer  The following “Personal Record Keeping Organizer” serves two purposes.  First, you can indicate next to each where that particular item is now located.  Second, you can organize your personal records by consolidating your documents into the three “Files” noted below.        I.   ITEMS FOR STORAGE IN A SAFE-DEPOSIT BOX     PERSONAL      Family birth certificates ______________    Family death certificates ______________    Marriage certificate ______________    Citizenship papers ______________    Adoption papers ______________    Veteran’s papers ______________    Social Security verification ______________      OWNERSHIP      Bonds and certificates ______________    Deeds ______________    Automobile titles ______________    Household inventories ______________    Home ownership records (e.g., blueprints, deeds, surveys, capital addition records, yearly records) ______________    Copies of trust documents ______________      OBLIGATION/CONTRACT      Contracts ______________    Copies of insurance policies ______________    IOUs ______________    Retirement and pension plan documents ______________      COPIES OF ESTATE-PLANNING DOCUMENTS      Wills ______________    Living wills ______________    Trusts ______________    Letters of instruction ______________    Guardianship arrangements ______________      II.   ITEMS FOR STORAGE IN HOME ACTIVE FILE    CURRENT INCOME/EXPENSE DOCUMENTS      Unpaid bills ______________    Current bank statements ______________    Current broker’s statements ______________    Current cancelled checks and money order receipts ______________    Credit card information ______________

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