Planning documents
- Will and any codicils
- Trust documents
- Durable power of attorney (financial)
- Medical power of attorney
- Beneficiary designations — reviewed after every major life event
- Guardianship nominations for minor children
Legal history
- Court orders and judgments involving you
- Settlement agreements
- Contracts you have signed (keep every version)
- Insurance policies of every kind, with declarations pages
- Vehicle titles and registrations
If it applies to you
- Immigration and naturalization documents
- Criminal record documents, expungement orders, or pardons
- Probation / supervision completion certificates
- Bankruptcy discharge papers — keep forever
Overwhelmed by the list?
That's what PRC is for. A Records Health Check turns this checklist into a done system.
Educational starting point, not a legal/tax/medical requirement — Service Boundaries.