It seems like the older you get the more paperwork multiplies. To make it more complicated, it can be unclear what needs to be kept and for how long. As a result, many people can feel buried in paper. To help dig out from your palace of papers, use this handy guide to set up and manage your personal files.
In reality, we really don’t need to hold onto many papers at all. As a rule of thumb to reduce papers even more, if it’s available online, leave it online.
Personal Files Storage
Try to stick to one file drawer or bin to make things as simple as possible. Suggested file boxes and folders can be found by clicking the affiliate linked images below.
To get started, find a Home Records Kit in the shop. Kits include a custom vinyl decal and pre-printed file tabs.
Vital Records
In addition to basic filing, I highly recommend putting together a vital records binder. Vital records are a compilation of documents and information necessary to ensure your affairs can be taken care of in your absence. They include items such as emergency contacts, financial accounts, billing, medical information, and estate planning documents.
Vital records can be time consuming to put together, but once done you have instant peace of mind. To help get the process started I’ve created a pre-printed or PDF vital records package available in the shop.
Now that your personal files are in order, set your kids up for success with this guide to kids school papers and keepsakes.
