Everybody has stacks of papers in their lives. From previous IRS filings to receipts for the upcoming tax year, all of your documents need to be organized and put into a safe place for transporting to your new location. Most of these documents fall under the category of “Just in case” documents.
This is not small chore and should not be left until the last minute. Rather, it is a job that should go on your list well before you pack. Take a weekend if you must, but be sure to do this most important task prior to moving day.
There are two types of storage for documents: electronic and hard copy. This is sometimes not an interchangeable way to store documents, since some documents don’t translate as official if merely stored on an electronic device. This would include such things a birth certificates, driver’s licenses and anything that requires a special embossment (notary stamps and such) or certification seal.
Electronic storage of documents (including photographs and scanned copies) are an easy way to keep a lot of information in a small space. However, it is important that you have a secure back up of each of these documents. This can be accomplished by purchasing a jump drive or external hard-drive. Simply transfer your important documents to this drive and store the drive in a secure, dry place. Storing it with your hard copy documents is a good idea.
STORAGE OF HARD COPY DOCUMENTS
To begin with, secure a large enough plastic container with a top to hold your most important papers. This will ensure these documents are safe from any moisture. Once you are in your new location, is a good idea to secure a fire-proof safe for these particular documents.
Types of documents to include would be:
Personal Documents Birth certificates, marriage certificates, death certificates, passports, social security cards, adoption papers, medical records: prescriptions and current medical issues (Federal Trade Commission (FTE) suggests you keep your paid and undisputed medical bills for at least a year), military paperwork, any documents related to your pets: vaccinations, etc.
Estate documents would include mortgage and/or lease contracts, deeds and bills of sell, insurance paperwork related to your home (new and old), vehicle documents and related insurance paperwork. Ownership documents would include vehicle registrations and titles.
Copy of your Last Will and Testament, living will, durable health care documents, durable power of attorney, any current lawsuits you may be involved in, trusts, guardianships.
Including an inventory list, moving contract and any relevant receipts related to your move.
Bank paperwork (checking and savings), credit card information and bills, loan paperwork, taxes and related documents such as payroll receipts, W2 forms, 1099s and any documentation you wish to use as a tax deduction, disability paperwork, pension/retirement.
Call Missy Donaghy with Interiors for Seniors for a FREE consultation 321-279-3301.
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