Tuesday, August 4, 2009

Trapping and Keeping vital documents

The title is a take on the old Trapper Keeper the old school notebook that held all your classwork. I created a project that might interest you with families.

I often find myself looking for critical information for my family and house. Where is the passports, the immunization papers, Mo needs a follow up on a surgery, who as the doctor that did it two years ago. Whats the phone number for the urgent care? Where is the number for the pest control people, what company trimmed my palm trees last spring. You see my point.

Now each of us has a three prong folder and attached inside is two sheets of business card holders and several sheet protectors. In the card holders is all our doctors, attorneys, businesses that may be vitally important to our life. In the sheet protectors are all the vital documents a person may need to provide at some point, including a list of bank accounts, Wills, Power of Attorneys, birth certificates, immunization records, social security cards, school contacts, injury issues, etc.

The household file is all the contacts we need once a life or annually like home warranty info, security company, pool guys, tree guys, plumbers we have used in the past, numbers for all our mortgage and vehicle loans.

All five folders fit into a single legal size folder and kept secured. In case of emergency this folder can be accessed immediately and if needed taken with one of us. Every document has also been scanned, saved in the universal .pdf format and put on a thumb drive and kept in an off site secured location.

If you have the ability to take video with your digicam, do a short pan of all the rooms in your house and your expensive items and store this footage on a thumb drive. This will allow you to work with insurance agents should you lose your house or any of items.

The whole project has cost about ten dollars. The three prong folders were $0.15, the legal file $0.99. The card holders and sheet protectors about $3 a piece. If you don't have a scanner, you can take close up photos with your digital camera and then transfer to an inexpensive small storage thumb drive. Its more important to have the numbers on the documents rather than be able to reproduce them.

1 comment:

LBTEPA said...

whaT a good idea! I'm going to do that before the end of August