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The DocsBag Quick Start Guide

Follow this guide to have your documents sorted and safe in no time!

Choose a Topic

To start, choose a topic below.  You may also keep scrolling to view all of the videos and make sure that every asset type is covered.

Financial Assets

Physical Assets

Miscellaneous

Jump to:

Cash Assets

Cash assets can include your bank account, safe deposit boxes, savings bonds, stashes of cash, and other methods of cash asset management.

Here are some tips for setting up the Cash Assets section:

  • List account names on the Cash Inventory Record (e.g., you, spouse, trust).
  • Indicate if accounts are POD (Pay on Death) and list beneficiaries.
  • Note details of safe deposit box: location, names, key locations.

Estate Plan

The estate plan includes everything prepared by your estate planning attorney, such as Powers of Attorney, Medical Directivess, a Trust and/or Will.

Here are some tips for setting up the Estate Plan section:

  • List all estate planning documents on the Estate Plan Inventory Record.
  • Include your estate plan attorney’s contact details.
  • If you don't have an estate plan, get one!

Retirement Funds

Retirement Funds can include pensions, 401k’s, and IRA/Roth IRA’s.

Here are some tips for setting up the Retirement Funds section:

  • Ensure all retirement plans are included—don't miss any!
  • Check and update beneficiaries on your accounts.

Tax Returns

We recommend that you store three years of tax returns and their supporting documents, and include both State and Federal tax returns.

Here are some tips for setting up the Tax Returns section:

  • List your tax preparer’s contact info on the Tax Return Inventory Record.

Insurance

Insurance includes life insurance, health insurance, and many other types of insurance policies for various assets.

Here are some tips for setting up the Insurance section:

  • Verify beneficiaries on your policies, ensuring you list primary and contingent ones.
  • On the Insurance Inventory Record, include the insurance company, policy number, and agent’s contact info.
  • If you have disability insurance, list details on the Insurance Inventory Record.

Real Estate

Important Real Estate documents can include deeds, land contracts, titles, for homes, vacation properties, and rental properties.

Here are some tips for setting up the Real Estate section:

  • For timeshares, list details on the Real Estate Inventory Record.
  • For storage lockers, note location, access code, and key locations.
  • List details of any rental properties.

Vehicles

Vehicles can include titles and documents for cars, boats, airplanes, and other modes of transportation.

Here are some tips for setting up the Vehicles section:

  • Include warranty and maintenance plans.
  • Add maintenance records.
  • Include details for boats, RVs, and all titled vehicles.

Pets

Protect your pets! The pets section is for microchip info, veterinarian info, and medication/health records for your beloved furry family.

Here are some tips for setting up the Pets section:

  • List your pet’s microchip info on the Pets Inventory Record.
  • Include pet insurance details on the Inventory Record.
  • List any Pet Trusts on the Inventory Record and place the Trust in the Pets Folder.

Firearms

Firearms have a lot of legal requirements when it comes to ownership.  Make sure that they’re accounted for to prevent legal complications.

Here are some tips for setting up the Firearms section: 

  • List each firearm’s location on the Firearms Inventory Record.
  • Note if firearms are loaded and have trigger locks.
  • Indicate where ammunition is stored.

 The Legal Records Folder is the place to store birth, death, marriage certificates. Military discharge, divorce/custody judgements, and copies of Social Security cards, driver’s license, and passports.

Here are some tips for setting up the Legal Records section:

  • Include important documents like adoption, immigration, and bankruptcy records from years ago.

Funeral

Funeral information can include contracts/receipts, cemetary lot information, and funeral instructions for family/friends.

Here are some tips for setting up the Funeral section:

  • If you have a prepaid funeral, list the funeral home on the Funeral Inventory Record and place the receipt in the Funeral Folder.
  • Include cemetery lots’ details on the Funeral Inventory Record and place receipts in the Funeral Folder.

Passwords

Increasingly, more and more important documentation is stored online behind passwords.  Make sure your loved ones have access to all of these accounts when they need it.

Here are some tips for setting up the Passwords section:

  • Include usernames for social media platforms.
  • Add your Apple ID and password.
  • Add your Google ID and password.

Additional Document Downloads

Need more of a particular document?  Download them below and print them at home!

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