Free Resources / Money & records
Important documents checklist
Use an important documents checklist to record where originals and copies are kept. It is a map to your records, so you can find the right document without writing its sensitive numbers on the checklist.
What you get
- Identity, family, home and vehicle document sections
- Money, health and household contingency document sections
- Owner, original/copy location, expiry and review-date fields
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How to use it
- Work through the categories and mark which documents you have.
- Record who each document belongs to and where its original and copy are kept.
- Note missing items and choose a date to review the locations again.
Format and printing
This is a 3-page PDF for printing and filling in by hand. Print on US Letter at 100% using the document's page orientation.
An optional AI prompt is included in the PDF. You can use the worksheets without an AI assistant. If you use the prompt, check its answer against your own details before copying it onto the pages.
A useful detail
No. The checklist is for locations and status. Keep the numbers and documents in their appropriate secure storage.