Stumbled upon a great financial organization tool today at Momeorganizer. It's a spreadsheet where you log all your important financial document locations so that if anything happened to you (death or severe disability) your husband or wife, children, attorney or other appointed person could locate such records.

You'll find a link to a Google Spreadsheet (if you have a Gmail or other Google account you'll be able to view it no problem) that you can download and fill in! The post also describes how you can set up a filing system in your regular filing cabinet.

These are your current records:

* Car insurance
* Health insurance
* Credit card and bank statements
* Mortgage statements and other loans
* Tuition receipts and other education related records
* Retirement funds including pension plans, profit sharing and stock option plans
* Stockbroker records, stocks and mutual funds

And long-term records:

* Life insurance
* Wills and Living Wills
* Power of Attorney forms
* Birth certificates and social security cards
* Citizenship records
* Marriage, divorce, pre-nups or adoption records
* Title deeds
* Business and partnership agreements
* Burial arrangements, cemetery deeds
* Military discharge papers

Read the post here.