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GLOSSARY  RECORD KEEPING  TRACK YOUR REFUND  

HOW'S YOUR TEMPERATURE?
THE DOCUMENT DOCTOR WILL TELL YOU

Do you know where your important documents are?
This list of personal papers gives you a master record which you can keep and share with others.
Score 5 degrees for each correct (or N/A) answer.


1. Birth certificate
Yes (N/A) No
Location:
2. Social Security Card
Yes (N/A) No
Location:
3. Prenuptial agreement
Yes (N/A) No
Location:
4. Divorce Decree
Yes (N/A) No
Location:
5. Death certificates
Yes (N/A) No
Location:
6. Deed
Yes (N/A) No
Location:
7. Closing statement for
real estate

Yes (N/A) No
Location:
8. Income tax returns
Yes (N/A) No
Location:
9. Pre-arrangement funeral documents
Yes (N/A) No
Location:
10. Insurance policies
Yes (N/A) No
Location:
11. List of important assets with approximate value and location
Yes (N/A) No
Location:
Thermometer 12. Pension documents
Yes (N/A) No    
Location:
13. List of debts
Yes (N/A) No
Location:
14. Safe deposit box address and keys
Yes (N/A) No
Location:
15. Bank and savings accounts
Yes (N/A) No
Location:
16. Will
Yes (N/A) No
Location:
17. Attorneys name and address
Yes (N/A) No
Location:
18. Accountants name and address
Yes (N/A) No
Location:
19. Names and addresses of family
Yes (N/A) No
Location:
20. Names and addresses of friends
Yes (N/A) No
Location:

 

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