You’re getting ready to organize your important documents. Well, this method is easy and simple to stick to. Plus I provide a FREE checklist!
Why you need to Organize your Important Documents
It’s necessary to keep your important documents organized, to keep track of where they are, and what you have.
These papers are always called for when life events happen, like moving, getting a new job, or applying for banking accounts.
Sometimes it can seem overwhelming, you don’t know what exactly to keep, or how to store them.
I’ve created a simple method that will make this easy and I made a FREE checklist to help you decide what papers you need!
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With just TWO items you can get all your papers together and ready for your life events.
You will need an accordion folder to separate and categorize your papers
And a set of business card pages. That’s it!
But a label maker is optional.
A Simple Method
- This method covers how to store your documents in a simple way.
- It breaks things down into 8 categories that cover all of life’s aspects.
- And how to keep those little papers that seem to get lost under control.
First, get your accordion folder. Then using a label maker or a pen fill out the tabs with each category title.
When you get to the “Individuals” section write each person’s name in your household. For example, I have one tab labeled Kaylee for me, and another tab labeled Demetrius for my fiance.
Then insert the tabs into the tab slot.
Next gather all your documents together, using the checklist mark off each paper you gathered and separate them into their categories.
When it comes to small things like social security cards and IDs, I put them in a business card page and assign it to that person’s file.
I keep all my credit cards in the important document fold to ensure I’m not using them for unnecessary things. I also put them in a business card page and file it under the liabilities tab.
The same for savings account cards but they are filed under assets.
In case of Emergency?
I recommend storing your folder in one of the adult’s 72-hour evacuation bags, so you don’t need to look for it when leaving.
*I want to note that it’s a good idea to keep an old ID card or driver’s license in each person’s file in case that person goes missing. On that card has a picture of what they look like, their height, eye color, and birthday.*
*Another tip is to keep an envelope with cash in each person’s file in case of an evacuation. Instead of keeping cash in each person’s 72-hour evacuation bag, they will get the envelope when an emergency happens to keep on them.*
Ready to organized your important documents?
I hope this method was as simple and easy for you as it was for me!
When you put your folder together take a picture and tag me on Instagram!
If you think any other items should be included on the list let me know down in the comments!
Download the Important Documents PDF
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