Never search again for an important household paper. Organize your record-keeping system to save time and effort. Start now, with today’s papers. Forget the backlog of yesterday’s unfiled stacks, at least for now.
If you receive a bank or credit union statement this week and don’t yet have a file for storing your banking information, make one that’s labeled with the name of the bank or credit union. If you have space on the label, include the type of account (checking, savings, money market, etc.) and the account number. For example: ABC Bank–Checking #12345. Place your most recent statement in this folder. Later, add others in order of the month that you receive them.
Once you get started, organizing the rest of your household papers won’t be so difficult.
II. How to Get Organized
- a. Share Record-Keeping Tasks
- b. Home Work Space
- c. Paper Handling & Filing
- d. Emergencies
- a. Which Papers to Keep
- b. Where to Keep Papers
- c. How Long to Keep Papers
- d. When to Update Papers
- e. How to Replace Papers
Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.