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The guide distinguishes between core records that should be kept permanently and routine financial papers that can be discarded after defined periods. It provides a checklist for critical documents such as identity, legal, and relationship records, and includes document retention guidance (e.g., one month, one year, three years) with instructions to securely destroy sensitive materials.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":46,"@type":70,"position":76},"https://docshare.wps.com/template/paper-templates/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/suze-orman-the-ultimate-protection-portfolio-most-important-personal-documents/306143/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/suze-orman-the-ultimate-protection-portfolio-most-important-personal-documents/306143.png","ImageObject",442,249,{"name":88,"@type":89},"8796093062539","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-02","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the Protection Portfolio mentioned in the guide?","Question",{"text":108,"@type":109},"It provides an organized system to protect essential personal documents rather than a place to store every record you receive.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which documents are included in the Important Personal Documents checklist?",{"text":113,"@type":109},"The checklist covers core records such as birth and adoption certificates, driver’s licenses, passports, military service records, citizenship/green card papers, marriage and prenup/postnup agreements, domestic-partner registrations, divorce decrees and support orders, and death certificates.",{"name":115,"@type":106,"acceptedAnswer":116},"How should you handle documents you no longer need?",{"text":117,"@type":109},"Discard them after the recommended retention period and always use a shredder; if none is available, cut or tear them so account numbers and Social Security numbers are not recognizable.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},306143,1790215864,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":60,"doc_module":9,"category_id":45,"category_name":46,"doc_title":59,"doc_description":61,"doc_content":129,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":134,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":25},8796093062539,"SUZE ORMAN  \nThe Ultimate Protection Portfolio™  \nMost Important Personal Documents  \nThis product provides information and general advice about the law. But laws and procedures change frequently, and they can be interpreted differently by different people. For specific advice geared to your specific situation, consult an expert. No book, software, or other published material is a substitute for personalized advice from a knowledgeable lawyer licensed to practice law in your state.  \nHAY HOUSE, INC.  \nCarlsbad, California • New York City London • Sydney  \nCopyright © 2003 by Suze Orman Media, Inc. All rights reserved.  \nSuze Orman® is a registered trademark of Suze Orman.  \nSuze Orman—The Ultimate Protection Portfolio™ is a trademark of Suze Orman. People First, Then Money, Then Things® is a registered trademark of Suze Orman.  \nPublished and distributed in the United States by Hay House, Inc., P.O. Box 5100, Carlsbad, CA 92018-5100 • Phone: (760) 431-7695 or (800) 654-5126 • Fax:  \n(760) 431-6948 or (800) 650-5115 • [www.hayhouse.com](www.hayhouse.com)®  \nAll rights reserved. No part of this guidebook maybe reproduced by any mechanical, photographic, or electronic process, or in the form of a phonographic recording; nor may itbe stored in a retrieval system, transmitted, or otherwise be copied for public or private use—other than for “fair use” as brief quotations embodied in articles and reviews without prior written permission of the publisher.  \nThe author of this guidebook does not dispense legal advice. The intent of the author is only to offer information of a general nature. In the event you use any of the information in this guidebook for yourself, which is your constitutional right, the author and the publisher assume no responsibility for your actions.  \nISBN 13: 978-1-4019-0345-9  \nISBN 1-4019-0345-2  \n1st edition, November 2003  \n9th edition, January 2019  \nMost Important Personal Documents  \nlease locate and collect the documents listed in the “Important  \nPeectrisonal Docuon PortfoliomIents Checkf you need tliosto”rbdeelow andr new cofpile each inies of any dyooucur  \nments, you’ll find instructions for doing so on the following pages.  \n\n| IMPORTANT PERSONAL DOCUMENTS CHECKLIST |\n| --- |\n| q Birth certificate(s) and adoption certificate(s)\u003Cbr>q A copy of driver’s license(s)\u003Cbr>q Passport(s)\u003Cbr>q Military record of service\u003Cbr>q Citizenship papers and/or green card\u003Cbr>q Marriage certificate and prenuptial or postnuptial agreement\u003Cbr>q Domestic-partner registration and cohabitation agreement\u003Cbr>q Divorce decree and child-and/or spousal-support order\u003Cbr>q Death certificate(s) |\n\nGet Rid of Your Personal and Financial Clutter  \nIf something were to happen to you or a family member on whom you depend, would you and your loved ones know where to find all the important personal documents that might be needed? In case of an emergency, it’s critical that your personal documents be stored where both you and those you love can find them. The purpose of the Protection Portfolio isn’t to provide a storage place for every personal and financial record you receive, but rather to give you an organized system to protect your most essential documents.  \nI’m not suggesting that you throw away your other papers. In a separate place, such as a desk or a filing cabinet, I want you to keep the statements, receipts, and documents you need as a record of your financial transactions for as long as you need them—and you’ll want to hold on to some of them permanently. You can also cut down on your document clutter by signing up for online statements for bills, such as credit card statements, bank statements, and utility bills. You can download the statements if you want, or just be sure you check the statements each month online to make sure there are no mistakes. (Please see the following chart, which shows you how long different kinds of documents should be kept.) Yet after a time, many of your papers can be discarded. When discarding th","cbCaiiwWi5yrPSEO","https://ap.wps.com/l/cbCaiiwWi5yrPSEO","pdf",303770,43,"English","# Important Personal Documents Checklist\n## Get Rid of Your Personal and Financial Clutter\n## Document How Long to Keep","[{\"question\":\"What is the purpose of the Protection Portfolio mentioned in the guide?\",\"answer\":\"It provides an organized system to protect essential personal documents rather than a place to store every record you receive.\"},{\"question\":\"Which documents are included in the Important Personal Documents checklist?\",\"answer\":\"The checklist covers core records such as birth and adoption certificates, driver’s licenses, passports, military service records, citizenship/green card papers, marriage and prenup/postnup agreements, domestic-partner registrations, divorce decrees and support orders, and death certificates.\"},{\"question\":\"How should you handle documents you no longer need?\",\"answer\":\"Discard them after the recommended retention period and always use a shredder; if none is available, cut or tear them so account numbers and Social Security numbers are not recognizable.\"}]","SUZE ORMAN - The Ultimate Protection Portfolio - Most Important Personal Documents | PDF",1789833225]