A good friend shared this “Document Tracking” sheet that you are welcome to download and use. It’s a simple list of documents. It’s not alphabetized, but seems to have most everything you should keep track of listed. This is information that would be helpful for someone to have who needed to assist you with your business and/or personal affairs, or use after your death. It should also help you keep organized.
It should be reviewed periodically (every year or so) to make sure the information is still accurate.
If you have suggestions for the list please pass them along to me using the “Contact Form”
If you have difficulty downloading the form (which was created in Microsoft Excel) let me know, using the “Contact Form” and I will send one in the mail to you.
