How to keep personal records

Keeping Records

Are you good at keeping records? Can you locate your insurance policies… your will… property deeds? If you are like many people, you may not be able to find vital documents when you need them, especially on short notice. A good home record keeping program can save you time, money and frustration. If you have important documents and papers scattered everywhere you are taking unnecessary risks. You could even lose track of valuable assets altogether! Descendants or inheritors may never receive what you intended. There's nothing more important than keeping personal records. Record Tree® home record software will show you how.  You could waste hours or days trying to find things when you need them.  You could even lose track of them altogether!

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Misplaced Papers – Record Tree® Home Record Software


Serious Illness
If you were suddenly ill, who would manage your affairs, and how would that person gain access to your important documents? Would they have durable power of attorney to act on your behalf? By making these plans ahead of time, and with the help of Record Tree®, you ease the stress on your loved ones.

Keeping Records – 12 Categories - Record Tree® Home Record Software

12 information Categories in Record Tree® record more than 160 line items.  We’ll get you organized.

Keeping Records – Personal Profile – Record Tree® Home Record Software

Record up to 6 personal profiles for immediate family members.

Keeping Records  – Special Notes - Record Tree® Home Record Software

Write notes in Record Tree® to describe items in ways that suit you best.

Home Record Keeping

  1. Get started.  Many people avoid it because they think organizing information is a difficult, stressful chore.  Record Tree® eliminates the stress and confusion.
  2. Set up categories.  Record Tree® includes 12 categories including Medical, Emergency Contacts, Important Numbers, Important Documents, Insurance, Financial, Legal, Retirement and My Wishes.  Most of the work is done for you.
  3. List Items.  Here are a few personal items you should keep a record of: Birth Certificates, Death Certificates, Marriage License, Divorce Decree, Passports, Social Security Numbers, Family Member Names and Addresses, Military Service or Benefits, Previous Employers, Physicians, Insurance Cards.  Record Tree® stores more than 160 items.
  4. Identify Locations.  File your documents carefully and record their locations in Record Tree®.  You’ll have all your important information organized in one place.
  5. Make Notes.  Record Tree® gives you Dialog Boxes where you can enter extra details.  For example, “The combination of the home safe is 42-7-22 (start turning counter clockwise)”
  6. List Assets.  Make a list of your assets with their approximate value.  Include the locations of deeds, titles, certificates and other evidence of ownership in Record Tree®.
  7. Estate Planning.  Where is your will?  Who is the attorney who prepared it?  What instructions do you wish to leave if you are disabled?
  8. Important/Emergency Contacts.  Who are your advisors, lawyers, bankers, brokers and other professional service providers?  Who should be contacted in case of an emergency?  Who does the babysitter call if a pipe bursts?
  9. Personal Profiles.  Record your basic personal information such as, name, date and place of birth, social security number, mother’s maiden name, father’s name, spouse's name, your phone numbers and email address.   Record Tree® accommodates up to six individual personal profiles.
  10. Control Access.  Make sure trusted family members and others can find your information if they have to.  Record Tree® allows secure, password protected, “read-only” access for guest users.
  11. Maintenance.  Keep your records accurate and up to date.  Adding, deleting or changing information stored in Record Tree® is easy.  Simply navigate to the Category and Item, make your update and save it.  You’re done.