In the Meantime…organize your home so you and your family
will enjoy peace and security knowing you can find important documents when
needed.
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How to
Organize Important Documents
Outcomes
- Find what you are looking for
- Feel a sense of security knowing where documents are located
- Build confidence in your financial plan
- Provide reliable sources for Family History
- Offer peace to your family knowing everything is in order
- Clean-up cluttered areas in your home
D&C 38:30 “If ye are prepared, ye shall not fear…”
D&C 88: 119
“Organize yourselves; prepare every need thing…establish a house of order…”
D&C 90: 18 “Set in
order your houses; keep slothfulness and uncleanness far from you.”
“All
Papers are NOT Created Equal”
I
|
Monthly Paperwork
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bills,
payments, bank statements, receipts, donations, etc.
|
II
|
Legal Documents
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titles,
deeds, wills, investments, certificates, etc.
|
Family History
|
birth
certificates, obituaries, wedding announcements, etc.
|
|
IV
|
Scrap Booking
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pictures,
reports, school work, memories, etc.
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I. MONTHLY
When bills come
in the mail, rather than stack them or throw them out, place them in a monthly
folder. In a glance you can calculate
what your monthly expenses look like and plan a budget from this information. It
is also a good time to review your expenditures
You can also review past bills for any errors or needed tax information. These bills can be destroyed after the tax season each year.
“Among the most
appreciated gifts you can leave your family
at your passing is
information.. And order!”
Pamphlet --Keeping Records of Important
Papers and
Valuable Property, Utah Retirement
Systems, www.urs.org
Supplies Needed
-
Portable File Box Notebook
Subject labels Plastic
Covers
Files for specific items
The following
items are needed for financial planning, securing a loan, or at the time of
death. This is an overview of what you
own and the documentation you need to prove it.
Samples of the different categories are listed below:
Personal Information
|
Certified
Birth Certificate
|
Social
Security Card
|
|
Vaccination
Cards
|
|
Certified
Marriage License
|
|
Death
Certificate
|
|
Contact
Information / Passwords
|
|
Safe
Combination / Safe Deposit Box / Keys
|
|
Financial
Statement including list of Assets /Liabilities
|
|
Credit Report
|
|
Mortgage or
Loan Papers
|
|
Property
Inventory
|
|
Income Tax Information
|
|
Rental or
Lease Agreements / Contracts / Rights
|
|
Deeds /
Titles
|
|
Protection
|
Health Insurance
Policies
|
Life
Insurance Policies
|
|
Home Owners /
Renters Policy
|
|
Will / Trust
|
|
Organ Donor
Card and Instructions
|
|
Power of
Attorney / Living Will Directive
|
|
Investments
|
Certificates
of Deposits – 401(k), 457, 403(b) IRA
|
Pension /
Retirement Documents
|
|
Social
Security Benefits Statement
|
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Military,
Public and Private Plans
|
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Sources of Information
from:
(1) Organizing Financial Paperwork, “The
Financial Information Binder,” Adrie Roberts, M.S., CFCS, Utah
“Preserving memories
should not be an awful chore.
It can be a wonderful
highlight in our lives as we make lasting ties
with previous and future
generations.”
--Anita Young Hallman
SELF PRESERVATION
Supplies Needed-
Oversized 3-ring
Notebook
Plastic covers
Colored card stock paper
Round labels or large dots
Pedigree Chart beginning
with you or your children as the first child
This book is a
record of you, your family, and generations before you. These important documents are placed in an
orderly manner and create a story for each of your family members.
Steps for organizing your Family History
Records:
2. Design a cover page for each individual by using a colored sheet of card stock paper. Type the individuals name in large letters along with their assigned document number. Find pictures of the individual and place on the cover page. Do this for every person on your pedigree chart.
3. Each individual should have the following vital information:
AFN
# (Ancestral File Number assigned by the church for genealogical purposes)
|
BIRTH
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MARRIAGE
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DEATH
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BAPTISM
|
DEATH
|
BURIAL
|
ENDOWMENT
|
SEALING
TO SPOUSE
|
SEALING
TO PARENTS
|
OTHER
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4. When you locate a document for a person,
label it with a numbered dot and place it in order after the individuals cover page. You may want to keep the documents in the
above order, but keep in mind, every person is not necessarily going to have
every document.
5. The goal is to have primary or secondary
sources that prove the accuracy of these important dates. Make a template of
these categories and place it on every individual in the “note” section of the PAF
program. (Roots Magic – Sources).
Example:
DOCUMENT #25 – Susanna Jaques
|
AFN #: DLZD-NQ
|
BIRTH:
#25-A Birth Certificate, State of
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MARRIAGE: #25-D Marriage Certificate from
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DEATH:
#25-F Death Certificate, Honolulu, Hawaii – April
3, 1997
#25-H Sanford, Conejos,
Colorado Cemetery – Gravestone – April
3, 1997
|
BURIAL: #25-G Funeral Program,
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BAPTISM: #25-C Certificate of Baptism and Confirmation,
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ENDOWMENT: #25-E
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SEALING TO SPOUSE: : #25-D
Marriage Certificate from Salt Lake Temple, License #61113, December 17, 1962
|
SEALING TO PARENTS: BIC
- #14-D Marriage Certificate from the
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OTHER:
Document
#25-B Blessing Certificate,
Document
#25-E Membership record with personal
information
Document #25-H Life History
Document
#25-I Certificate of Graduation from
Primary
Document #25-J Patriarchal Blessing
Document
#13-C Family Picture as a child
|
Family times are happy
times that all of us can share; Laughter, smiles, a joke or two,
a hug that says, “I care.”
Family times are special times that only we can know—
Happy conversation and
faces all aglow. Years may pass, yet none of us will
ever grow apart—Family
times are family ties that keep us close in heart.
Supplies Needed
– 3-ring binder, archival quality paper, archival quality sheet protectors
Attach your
photos to archival paper and in archival quality cover sheets to preserve those
happy times with others. A scrapbook can
remind you of how wonderful your life has been.
This book tells the story of your life and gives a snap shot of those
special moments. Your life is important
and it is worth remembering!
