Checklists
Document checklists and a yearly record calendar
Short lists you can work through in minutes.
New vehicle checklist
Set up a folder the day you bring a vehicle home.
- Copy of title or loan paperwork
- Bill of sale and window sticker
- Registration and plate documents
- New proof of insurance card
- Owner manual location noted
Yearly record calendar
A light routine keeps records current.
- Month before renewal: locate current declarations page
- Renewal month: file new documents and archive old ones
- Registration month: confirm the new card is in the vehicle
- Every service: file the receipt with mileage noted
Digital backup checklist
Scan each key page, name files with the date and document type, and store them in one clearly labeled folder with a backup copy.