If there’s more than one responsible adult in your household, you can share record-keeping and bill-paying duties as long as you both agree who will complete certain tasks in a timely manner and communicate regularly about what’s been done.
In many households, one adult may be better-suited to record-keeping and financial tasks. If that’s the situation in your household, be sure to keep other family members informed and to show them — or a trusted friend — where your records are stored and how they’re organized.
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Lesson Contents
I. Introduction
II. How to Get Organized
- a. Share Record-Keeping Tasks
- b. Home Work Space
- c. Paper Handling & Filing
- d. Emergencies
III. Organize Important Papers
- 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.