Make a map, not a mountain

A record can stay where it is. Today you are making the directions to it.

Choose three categories that matter to you, such as home, identification, or household contacts.
Write the location of the current records for each. ‘Ask Sam’ is a lead; it is not yet a confirmed location.
Circle one location you want to check. You do not need to open or upload the documents here.

Your notes are optional. Keep passwords and account numbers out of this worksheet.

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Three categories and where their records liveFor example: home paperwork — blue folder, lower desk drawer.

Location still to checkWrite unknown if you have not confirmed it.

How I will check itA small next action or the person to ask.

A clear map helps another person find the right starting place.

Original exercise by Make This Useful.

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Day 2: Make a map, not a mountain

A record can stay where it is. Today you are making the directions to it.

1. Choose three categories that matter to you, such as home, identification, or household contacts.

2. Write the location of the current records for each. ‘Ask Sam’ is a lead; it is not yet a confirmed location.

3. Circle one location you want to check. You do not need to open or upload the documents here.

Three categories and where their records live: ____________________

Location still to check: ____________________

How I will check it: ____________________

A clear map helps another person find the right starting place.

Original exercise by Make This Useful.

Edition: records-day-2-v1

This document organizes information you provided. It is not insurance, legal, tax, or medical advice. Verify plan details with Medicare.gov or your SHIP counselor; verify medicines with your pharmacist.

https://makethisuseful.com/challenge/records/day/2?utm_source=share&utm_campaign=records

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