← About this checklist
Shari — On The Record What Goes in Your Binder

Save This Binder keeps it in this browser only — nothing is sent anywhere. Use + New Binder if you're tracking more than one child or case. Print / Save PDF makes a table-of-contents copy for the front of the binder.

Binder / child / case name
This name is how the checklist tells your saved binders apart — one entry per child or case.

2Medical & Treatment Records

3School & Education Records

4Insurance & Financial — Case-Related

5Placement / Facility Records

If your child is not currently in a placement, leave this section unchecked for now — it's here for when it applies.

Reminder — these stay in the fire safe, not this binder

  • Birth certificate
  • Social Security card
  • Passport
  • Adoption paperwork
  • Family will or estate documents
  • Life insurance policies
  • Property deeds

Need one for an appointment or intake? Bring a photocopy — never the original.

6Notes

Shari — On The Record · What Goes in Your Binder · Not legal or medical advice — an organizational tool for the case-file documents you keep on hand.