Document Type
Circular
Type
text
Format
Publication Date
2-1973
Publisher
Cooperative Extension Service, South Dakota State University
Circular No.
0628/1973
Pages
12
Description
To prevent confusion, delay, and loss of money, family papers should be systematically listed, filed, and stored where they are readily available. The family should have information about the following: The location of valuable documents such as deeds, leases, contracts, insurance policies, wills, trust agreements, military service papers, social security records and similar papers. Records of the family business, farm, or employment. Any outstanding debts, notes, or mortgages and the names of persons holding them. The name of the bank where savings and checking accounts are kept and the location of the bank books. The names of business, personal, and legal advisers. The nature of any retirement plans, including social security. The enclosed form, "A Record of Important Family Papers," will help you set up a businesslike record keeping system. It is a good idea to fill out two copies of this form-one to go in your safe deposit box and one for your business center at home.
Language
English
Recommended Citation
Lynch, Alverda, "Organizing Family Records and Business Papers" (1973). SDSU Extension Circulars. 0628/1973. https://openprairie.sdstate.edu/extension_circ/587.
