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Emergency Documents Checklist Guide

This document provides a checklist of important documents to collect and organize into an emergency binder. It lists various categories of documents including identification, insurance, legal, estate planning, property, tax, investment, medical, and contact information. The checklist recommends keeping copies in the binder and original documents in a safety deposit box for easy access during an emergency situation.

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Agustin Peralta
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3K views2 pages

Emergency Documents Checklist Guide

This document provides a checklist of important documents to collect and organize into an emergency binder. It lists various categories of documents including identification, insurance, legal, estate planning, property, tax, investment, medical, and contact information. The checklist recommends keeping copies in the binder and original documents in a safety deposit box for easy access during an emergency situation.

Uploaded by

Agustin Peralta
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Insurance Information
  • Personal Information
  • Legal Documents
  • Property Information
  • Estate Documents
  • Identification Information
  • Permits
  • Contact Details
  • Other Files
  • Medical Information
  • Tax and Investment Documents

Emergency Binder

CHECKLIST
Collect the following important documents and file them in your grab and go
binder. Using plastic sleeves, create different sections for each set of documents.
Keep copies of your confidential documents in the binder and original copies in a
safety deposit box.

IDENTIFICATION INFO INSURANCE INFO


Birth certificate Policy Summary pages
Drivers license Vehicle Registration files
Passport Health, Life, Vehicle records
Social Security cards
Health cards LEGAL DOCUMENTS
Library card / Work IDs
Marriage Certificate / License
Divorce records
PERSONAL INFO
Utility bills (proof of residence)
Work records
Military records Prenuptials & Postnuptials

Vaccination records Child Custody documents


Degrees/ Diploma records Adoption records
Religious Certificates Other Life critical contracts

ESTATE DOCUMENTS PROPERTY INFO


Last Will and Testament Titles
Living Will Deeds
Contact Info of Beneficiaries Property Appraisals
Financial Power of Attorney Valuables Appraisals
Advance Medical Directive Documented property and
Revocable Living Trust valuables (videos, photos)

[Link] 1
Emergency Binder
CHECKLIST
Collect the following important documents and file them in your grab and go
binder. Using plastic sleeves, create different sections for each set of
documents. Keep copies of your confidential documents in the binder and
original copies in a safety deposit box

TAX AND INVESTMENT PERMITS


DOCUMENTS
Vehicle Registration records
Income tax returns (3-4 years)
Investment Portfolio Vehicle ownership records

Stock Certificates Weapons and firearm records


Bond Certificates
Certificates of Deposits MEDICAL INFO
Property Tax Statements
Health insurance documents
Financial Statements 
Prescription medications
Tax receipts (deductible ones)
Medical Records / History
Blood types, anomalies etc
CONTACT DETAILS
FOR
OTHER FILES
Attorneys and lawyers
Family photos 
Family and friends
Cold hard cash
Other emergency contacts
Map of your area 
Banking providers
Insurance providers
Utility providers
Health providers
Veterinarian

[Link] 2

Last Will and Testament Living Will Contact Info of Beneficiaries Financial Power of Attorney Advance Medical Directive Rev
SANEPREPPING.COM Emergency Binder CHECKLIST Collect the following important documents and file them in your grab and go bin

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