Life Planning

The Vital Records PortaVault is the perfect solution for organizing important papers for daily use and future planning. The Vital Records PortaVault is a complete document organizer that allows you to keep all of your vital records in a home filing system and safe portable storage so you can “grab and go” in case of an emergency.

The Vital Records PortaVault was developed by financial experts for individuals and families who would like to organize paper files and plan for disasters. This proprietary solution identifies common documents and vital records that individuals and families have in their homes.

The Vital Records PortaVault avoids the frustration of looking for vital records because they’re not filed in one place and organizes all your important documents and records in case of emergency.

The Vital Records PortaVault organizes important documents into the following six categories:

1. Planning & Contacts

This category includes emergency planning guidance and a few forms for gathering information.

Vital records include: names, addresses and phone numbers of friends and family, contact information for doctors, lawyers, financial advisors, accountants, employers, schools, and family communication plan cards.

2. Identification & Family Records

Documents included in this section prove identity and status and will expedite resources from banks, insurance companies and government agencies, as well as help locate family members or pets that become separated.

Vital records include: birth certificates, marriage certificate, passports, divorce papers, social security numbers, death certificates, military records, pet information, immigration records and naturalization records.

3. Health & Medical

Medical emergencies and situations can occur at any time so being able to easily and quickly locate health and medical related records is essential.

Vital records include: immunization records, health history, prescription information , health insurance coverage information, physician’s phone numbers, medicare/medicaid information, life and other insurance policies, beneficiary designations, living will.

4. Finance & Property

Documents included in this section prove ownership and establish value.

Vital records include: bank statements, investment account statements, credit card statements, real-estate transaction documents, deeds of trust, certificates of title mortgages and loan documents automotive title & registration, vehicle warrant documents, business & partnership agreements, property tax statements, home improvement records, safe deposit box information, appraisals, household inventory, IRA & retirement plan documents, residential leases, vehicle leases and more.

5. Insurance

Insurance policies can mitigate the financial risk from an accident or a natural disaster.

Vital records include: homeowners insurance, renters insurance, umbrella liability insurance, personal articles floater, earthquake insurance, flood insurance, hurricane and windstorm insurance, vehicle insurance.

6. Estate Planning & Taxes

Estate planning records document final intentions and tax records help prove financial status.

Vital Records include: wills, living trust, cemetery plot deed, property agreements, federal and state tax returns, W-2 forms.