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What is a Permanent Document?

A permanent document is a piece of paper that you need to keep until you die.

There isn’t a lot of personal paperwork that you need to keep forever. But, when people don’t know, they tend to keep more than necessary.

Here is a good reminder of what you do need to keep forever.

  1. Birth Certificates
  2. Death certificates
  3. Marriage licenses
  4. Divorce decrees
  5. Social Security cards
  6. Military discharge papers
  7. Pension-plan documents
  8. Estate-planning documents
  9. Wills
  10. Trusts
  11. Powers of Attorney
  12. Wealth-care proxy
  13. Life-insurance policies
  14. Safe-Deposit box inventory
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Janet Schiesl

Janet has been organizing since 2005. She is a Certified Professional Organizer and the owner of Basic Organization. She loves using her background as a space planner to challenge her clients to look at their space differently. She leads the team in large projects and works one-on-one with clients to help the process move quickly and comfortably. Call her crazy, but she loves to work with paper, to purge what is not needed and to create filing systems that work for each individual client. Janet is a Past President of the Washington DC Chapter of the National Association of Productivity and Organizing Professionals (NAPO) and was voted 2016 Organizer of the Year by the Washington DC Chapter of NAPO.

1 Comment

  1. Documents to Keep in a Safe & a FREE Giveaway on October 30, 2013 at 12:25 am

    […] What is a Permanent Document? […]

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