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What Should I Store?


  • Last Will and Testament

  • Revocable Living Trusts and/or Irrevocable Living Trusts

  • Financial and Medical Powers of Attorney

  • Healthcare Directives and Living Wills

  • Memorandums of Trusts

  • HIPAA Medical Authorization Papers


  • Hard Drives

  • Flash Drives

  • DVDs

  • Abstracts
    Mineral Deeds 
    Real Estate Transaction Paperwork & Warranties
    Tax returns
    Birth Certificates
    Adoption Paperwork
    Marriage Licenses 
    Divorce Decrees
    Death Certificates
    Bank & Investment Account Numbers

  • Irreplaceable Family Photos

  • Diplomas/Degree and Academic Transcripts

  • Military Records and Awards

  • Copies of Driver’s License

  • Other cards stored in your wallet

  • List of Credit Cards & Account Numbers

  • Life Insurance Policies

  • Long Term Care Policies 

  • Renters Policies

  • Home Policies

  • Other Insurance Policies

  • Visas

  • Green Cards

  • Passports

  • Social Security Card

  • Citizenship Paperwork

  • Articles of Incorporation

  • Tax Identification Number

  • Blueprints

  • Business plan

  • By-laws and charters

  • Management organization charts

  • List of board of directors or executive committees

  • Disaster plans for the company

  • Summary and copies of benefit plans such as profit sharing or 401k

  • Employee contracts, commission plans, consulting agreements, confidentiality agreements, non-competition agreements

  • Agreements relating to voting, issuance of equity, registration rights, pre-emptive rights, rights of first refusal, option rights of the company and its subsidiaries

  • Documents indicating satisfaction of citizenship requirements and Workers' Compensation claims

  • Written or verbal agreements sharing ownership or revenue with any company or employee

  • Important contracts, written or oral, with third parties or owners, which could include management agreements, insurance, leasing, consulting or cost sharing

  • Copies of agreements with banks or lending institutions

  • List of all assets owned by the company

  • Inventory list

  • Leases

  • Real estate

  • Equipment

  • Information regarding company attorneys

  • Rulings by any government agency

  • Environmental permits, insurance or agreements

  • Environmental liabilities or reports

  • Details of all insurance policies of the company, including life insurance by any owners or key employees

  • Product liability policies

  • Property and casualty, general liability, errors and omissions

  • Shipping policies, umbrella policies

  • List of all insurance policies used to guarantee loans or mortgage agreements

  • Trademarks and patents

  • Third-party intellectual property

  • Service marks and copyright paperwork 

  • Litigation or claims

  • Royalties

  • Trade secrets

  • Lists of software developed by the company or related parties

  • Licenses for any use of names, materials or software

  • Tax notices and returns

  • Information regarding the preparers of the tax returns

  • Audits and settlements by any taxing agency

  • Buy-sell agreements

  • Current and past balance sheets

  • Income statements

  • List of important claims or taxes by any government agency, federal, state, local, or foreign country

Videoing is one of the easiest ways to document your contents; however, keep in mind that all forms of media can degrade over time. Although our “most secure” storage has fire protection, the temperature needed to destroy media is much less than that needed to destroy documents. Therefore, if you do use a video, we recommend that you also make a list of your contents. This should be accompanied with photographs and receipts, if possible, especially receipts for items purchased with cash. This process is time consuming but nowhere near as difficult as trying to create the list for a claims adjuster without the ability to walk through your house and look at the items but instead relying on your memory.

If your home would suffer a fire loss, the documents in your packet may be the only evidence you have of your contents, when and where they may have been purchased and for how much. Once your inventory has been created, you should try to keep track of larger purchases and periodically update your packet by sending it to us for storage.

Creating a Home Inventory Packet

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