1. Title page WHAT TO DO WITH YOUR IMPORTANT DOCUMENTS 750 University Avenue Suite 140 Los Gatos, CA 95032 (408) 354-0200 www.css-lawfirm.com Sheri Sudweeks, Esq.

2. Sheri Sudweeks, Esq. 2 Important Documents What is irreplaceable? How often will you need access to it? How secure does your information need to be? What should you take with you if you have to evacuate immediately?

3. Sheri Sudweeks, Esq. 3 What is Irreplaceable Trust Will Durable Power of Attorney Advance Health Care Directive Stock Certificates Bonds Certificates of Deposit (originals) Notes – unrecorded Tax Receipts ( 3 years, 7 years, forever) Prenuptial Agreement

4. Sheri Sudweeks, Esq. 4 What is Replaceable(though they could be a pain to replace) Passports Citizenship papers Drivers License Insurance Policies Tax Returns Adoption papers Divorce/custody decrees Name Change Orders Health Histories Diplomas Credit Cards Deeds Bank statements Marriage certificates Birth Certificates Death Certificates Employee Handbooks Extended Warrantees

5. Sheri Sudweeks, Esq. 5 What You Need in a Disaster(Evacuation) Contact Information Medical Histories Insurance Policies Household Inventory Account Information Passwords If possible, irreplaceable documents Consider identity theft and what you leave behind Custody orders

6. Sheri Sudweeks, Esq. 6 Storage Options Home Bank Electronic Portability Duplication

7. Sheri Sudweeks, Esq. 7 Safe Deposit Boxes Annual Cost Signature Card Keys Irreplaceable Documents Duplicates Even Banks can fall victim of disasters

8. Sheri Sudweeks, Esq. 8 Fire-Proof Safe Cost Installation Location Theft v. Disaster Waterproofing Getting it out quick

9. Sheri Sudweeks, Esq. 9 On-Line Scanning and Storage Security and Accessibility Remember that these are copies not originals, so will not work for irreplaceable documents that copies will not suffice. Great option for family histories, photographs, school records, medical histories, immunization records, warranties, insurance policies, duplicate receipts for taxes.

10. Sheri Sudweeks, Esq. 10 72 Hour KitThe Bare Necessities for Evacuation Phone List Medical Information Insurance Information Financial Information