Essential Documents and Storing Them Safely

February 08, 2017

In this day in age, being unorganized online can hurt you immensely if you happen to fall victim of a cyber attack. You need to be able to know where all of your important information is stored, and be able to change passwords to access those items fast!

But with a world so virtual, is there any risk in being a bit unorganized when it comes to storing important documents in your home? Of course! It’s always extremely important to know exactly where your legal and financial documents are, whether they are being stored online, or in your home.

It’s time to get organized! Here are some important documents that need a precise location:

  • Birth certificate
  • Marriage license
  • Pre/post nuptial agreement
  • Will
  • Trust(s)
  • Living will/Power of attorney
  • Mortgage papers
  • Automobile title/papers
  • Income tax returns
  • Gift tax returns
  • Insurance policies
  • Employee benefit documents
  • Passport
  • Military records
  • Medical records
  • Warranties
  • Current bills
  • Funeral/burial documents

To help, make a document checklist. Write the document title and its location next to it. You, or maybe even a loved one, will be grateful for it later! For more tips, check out our blog. To receive a free insurance quote, contact us today at 515-232-7060 or visit us online at