Vital Records Made Easy

We all have vital records, but can you quickly and easily locate them in the event of an emergency? Vital records are my version of doomsday prepping without the bunker and 50 gallon drum of wheat. Read on to break down what you should include and how I organize it all.

Supplies

Grad yourself a few inexpensive supplies and you’ll be on the road to peace of mind in no time. Here’s what I use:

Putting It All Together

Divide your life into categories. I use (1) Personal, (2) Home & Auto, (3) Insurance, and (4) Financial Records. Using your multi-colored notecards, assign a specific color to each category (I like to use notecards because I find it easier to make a change or addition without having to redo everything). Now what? Never fear friends, I wouldn’t leave you hanging. Within your categories on individual notecards (of the same color) I recommend including the following. Once you fill out a notecard slip it into a photo pocket page. If you are including a full-sized piece of paper use one of the sheet protectors. (Store extra notecards in a zippered pouch to make updates faster!)

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Personal

This section is for you and the members of your household. Be sure to includes names, addresses, and phone numbers.

  • Emergency Contacts
  • Work Contacts
  • School or Daycare – include billing information and any logins
  • Doctor Contacts
  • Prescriptions – name of medication, where it’s filled and if on auto-fill
  • Immunization Cards
  • Veterinarian
  • Marriage License
  • Birth Certificates
  • Social Security Cards
  • Copy of Drivers License
  • Passports
  • Copy of your will/trust or storage location and contact information

Home & Auto

This section consists of all of your bills.  Be sure to include the company name and contact information, the name the account is under, account #, any website login information, and billing information (such as billing cycle and autopay setup)

  • Utilities
  • Pest or Lawn Service
  • Mortgage/Title
  • Home Owners Association
  • Auto Loan
  • Auto Title

Insurance

This section is for recording all insurance information. Be sure to include insurance provider name (company and agent), contact information, name of policy holder, policy #, any website login information, and billing information (such as billing cycle and autopay setup). I also recommend creating a home inventory. It could be a detailed list or pictures saved to a thumb drive and stored in a zippered pouch along with an extra set of house keys.

  • Homeowner’s or Rental Policy
  • Umbrella Policy
  • Auto Policy
  • Healthcare Policy
  • Flexible Spending Account
  • Life Insurance Policy

Financial Records

This section should contain information for all of your financial accounts. Be sure to include the company name and contact information, the name the account is under, account #, any website login information, and billing information

  • Banking
  • Credit Cards
  • Investments
  • Retirement Accounts
  • College Savings Accounts

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I know this seems like a lot….and it is. Our lives are messy and complicated. But if something were to happen to you or a member of your family, would you be able to easily take care of the day to day while dealing with the stress of an emergency situation or grief of death? Death, hospitalization, and disaster is a heavy burden, but you can make it a little bit easier with up-to-date vital records. And don’t forget to store them in a fire safe!

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