When changes occur, update your list of advisers, educational and employment records, and health and immunization records for yourself, family members, and pets.
Keep current insurance policies on file and review them for necessary or desirable changes, such as beneficiary designations.
Update educational records by getting a certified copy of all credits earned at any institution of higher learning.
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Lesson Contents
I. Introduction
II. How to Get Organized
III. Organize Important Papers
- a. Which Papers to Keep
- b. Where to Keep Papers
- c. How Long to Keep Papers
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d. When to Update Papers
- d.1. Personal and Family Records
- d.2. Property Records
- d.3. Financial Records
- d.4. Legal Records
- e. How to Replace Papers
Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.