| OHCC LIVING | FEBRUARY 2026 | 5
By Tom Porter, President
Show your important documents some love for Valentine's Day!
• When was the last time you reviewed your documents?
• Do you have them stored in one place or several places?
• Does your family, attorney, and/or executor know where these
documents are stored?
In an AARP Bulletin, they recommend establishing three
categories:
Tier 1 Essential Life Documents - these require top-level care
• Social Security card
• Passport
• Will/Trust
• Healthcare proxy and/or directive
• Birth certificate
• Marriage certificate
• Car title (pink slip)
• Home deed
• Divorce papers
Tier 2 Important References - stored for ease of access.
• 401(k) or IRA statements
• Brokerage account information
• Life Insurance policies
• Tax returns (3-7 years) both Federal and State
Tier 3 – Quick Access – should be carried with you
• Driver license or other state-issued ID
• Health insurance card(s)
• List of doctors, medical procedures, and medications (both RX
and over-the-counter)
The article recommends storing essential life documents in
a fireproof safe or a bank safe-deposit box. It also spoke about
backing up your documents electronically either by scanning them
or taking a picture of them. This is great and easy. Remember to
tell those that should know you have done this and how to access
these files.
SERT suggests that everyone visits smart911.com and download
the app to your computer or cellular device. In an emergency,
responders will be able to access your medical records and by the
time you or your loved one arrives they will be in a much better
position to treat the patient. You never know when you will need
your medical information.
The SERT Club is an organization dedicated to promoting safety
within OHCC. If you are a member thank you for your support. If
you are not a member, I urge you to join. For more information,
visit our website at www.ohccsert.com
Please stay safe and have a Happy Valentine's Day!
