Yes, we live in a digital age! Aren’t we supposed to living paperless by now? We are supposed by pay our bills on-line. We use credit cards or debit cards instead of cash. We don’t even have paper airline tickets most of the time. But we still have important papers that we need to track and keep organized. What are we supposed to do with them? What do we need to keep? What can we safely shred or toss in the recycling bin? Do you know where the important items are? Do your loved ones should something happen to you and someone else needs to access them?

The article that is linked to in this post shares a long list of items that should be collected, organized, updated, and stored in a fire-proof container or off-site in a protected and secured location. Completing this project may seem daunting, but time spent here and now will save a tremendous amount of frazzled searching when an item is needed. I suggest setting aside just 30 minutes once a week to make great progress. Enlist a friend, sibling, child, or professional to help tame the paper mountain.

Conquer one category at a time and before you know it, you will have it all together. Personally, one item I would add to the list is the huge amount of genealogical information I have accumulated. Oh, that is a project for another day. Let’s conquer this one first.

 

Document Checklist

* This article is shared from Everplan. This is not necessarily an endorsement of Everplan. The checklist is excellent!

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