What Should I Put in Each ICEBOX Folder? – Easy Customer Support

Why this matters:
Customers often ask “what goes where?” ICEBOX is designed to make it simple. Each folder has a matching page inside the kit — just slide in the page, then tuck your documents right behind it.

Here’s a quick guide you can use as a checklist:

Primary Residence

Mortgage or lease agreement
Property tax bill or receipt
Deed (or note where the original is stored)
HOA documents and contact info
Notes on utility shut-off locations (water, gas, electric)
Optional: log of recent payments

Utilities & HOA

Latest bills for gas, electric, water, trash, internet, etc.
Login details or note where credentials are stored
Mailbox/PO Box info (if applicable)
Emergency shut-off instructions for services

Vehicles

Title or note where the title is kept
Loan or lien details (if financed)
Registration card
Auto insurance card/policy
Location of spare keys
Notes on payoff or sale history

Bank & Investments

Most recent bank statement(s)
Note on how to access online accounts (or where the login details are stored)
Beneficiary designations / Power of Attorney contacts
Investment account summaries

Insurance

Policy declaration pages (home, auto, life, health, renters)
Insurance agent’s contact details
Payment method (auto-pay, check, etc.)
Life insurance: beneficiary notes

Legal / Taxes / Estate

Location of your will or trust documents
Executor or trustee information
Summary of recent tax returns (or location of full files)
Power of Attorney documents

Health

List of current medical conditions and medications
Doctors’ names and contact info
Health insurance card(s)
Emergency medical directives (if you have them)

Family & Contacts

Next of kin and dependent details
Important family/friends contacts
Pet records (vet info, vaccination records)
Neighbor/emergency contact list

Online Accounts & Subscriptions

List of services you use (streaming, memberships, utilities)
Note where master passwords are stored (password manager, secure place)
Subscriptions that may need to be canceled or transferred

Home Inventory

Printed list of valuables with estimated value
Photos or video walk-through of each room
Location of any safes or off-site storage units
Update this at least once a year for insurance purposes

What to Put in ICEBOX Folders • Document Checklist

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Folder breakdown

Primary residence: mortgage, lease, deeds, HOA, utilities shut-off notes
Utilities & HOA: bills, login information, PO box details, shut-off instructions
Vehicles: titles, registrations, loan details, insurance, spare keys
Bank & Investments: statements, account info, beneficiaries, POA contacts
Insurance: policy declaration pages, agent contacts, payment methods
Legal / Taxes / Estate: wills, trusts, executor information, tax summaries
Health: medications, doctors, health insurance cards, emergency directives
Family & Contacts: next of kin, dependents, pet info, emergency contacts
Online Accounts & Subscriptions: services list, password storage notes
Home Inventory: printed list, photos or videos, valuables documentation

Helpful resources

FEMA Emergency Financial First Aid Kit (EFFAK), Ready.gov document checklist, home inventory apps and printable sheets, emergency evacuation kit list, how to protect your documents from fire and water damage.

Related phrases

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FAQ terms to capture

“what goes in each folder,” “documents to keep safe,” “how to organize insurance papers,” “where to keep bank information,” “home inventory for insurance claims,” “organizing legal and estate papers,” “family emergency contact list,” “online account list for executor.”

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