TIPS FOR ORGANIZING IMPORTANT DOCUMENTS

Can you find your important documents when you need them right away?  Are they all in one place? 

 Having your important documents organized and in one place, is, by far, one of the most important areas of your life to have organized.

 All of your important documents can and should be stored safely, in one place, to prevent chaos in the case of a disaster or emergency.  Take control of your important documents and get them organized before something happens.  Put them together in a binder or if you have one, a fireproof/waterproof container.  Whatever you choose, make sure that it is accessible and can be easily carried out of the house in case of any emergency.

 The following is a list of documents that should be kept together and in a safe place:

 

Last Will & Testament

Living Trust

Power of Attorney

Healthcare Directives

Beneficiary Designations

Birth Certificates

Adoption Records

Prenuptial Agreements

Marriage License

Divorce Decrees or Separation Agreement

Child Support Documents

Mortgage Papers/Real Estate Deeds

List of All Tangible Personal Property

Most Recent Tax Returns

Military Service Records/Military Discharge Papers

Insurance Papers (The “Declarations” page of your Insurance Policies including, but not limited to, Homeowners, Flood, Earthquake, Umbrella, Life and Term)

Automobile Leases/Vehicle Titles

Employment Contracts/Business Agreements

Contact Information (Friends, Family, Doctors, Bankers, Lawyers, Insurance Brokers/Agents, Business Associates)

Social Security Cards/Passports/Visas

Medical Records for Each Family Member (Including Pets)

 

Finally, make sure to give someone else, perhaps your attorney or other trusted advisor, a copy for safekeeping.

 

JUST THE FACTS

Being organized can help save you time and money, increase productivity and reduce stress.


In a recent survey, NAPO, the National Association of Professional Organizers, found that:

96% of those surveyed felt that they could save time each day if they were more organized at home;

91% felt they could be more efficient at work if they were better organized; and

71% indicated their quality of life would improve with more organization.

 

As Harry Browne once said, “Everything you want in life has a price connected to it. There’s a price to pay if you want to make things better, a price to pay just for leaving

things as they are, a price for everything.”  (See HarryBrowne.org)

 

So, weigh the price you pay for leaving things as they are against the price you pay to make it better.   If you decide that you want to get organized, you will need to invest some time and energy but it will be well worth it.

JANUARY IS “GET ORGANIZED MONTH” (Really!)

I hope you all got off to a good start in 2011.

If you haven’t already heard, January is “Get Organized Month.”  New Years Resolutions aside, what better time to get organized for the year than NOW.  So, we’d like to pass along a quote which hopefully will encourage you to start: “Done is better than perfect”.  As long as you do something, anything, to get some area in your life organized, it’s better than doing nothing.

Even if you think you’re organized, there is always an area which can always use a little tweaking.

 LET’S GET STARTED

Choose a room, any room.  Then select a small area within that room (a closet, a cabinet, a tool box) .  Give yourself a half hour to go thru that small area, without interruption, and start purging.  First take everything out.  That’s right everything!  First throw away the broken, ripped, damaged items.  Then take those items that you don’t use or need and set them aside.  You can donate these items if they’re in good condition and get a write-off as well.  There are so many great charities and organizations that can make good use of the things that you no longer need or want.  Finally, start to put everything back by categorizing.  For example, if you chose to organize your tool box, separate the tools from the screws. Voila!  That’s it.  It doesn’t have to be perfect.  It just needs to be easily accessible and organized for your own use.

HOLIDAY TRAVEL TIPS

Holiday Travel Tips

  • If you’re traveling abroad, make sure a trusted friend or family member has a color copy of your passport and drivers license, as well as a copy of your travel arrangements and itinerary.
  • If you’re going to be away for an extended period of time (two weeks or more), make sure to notify the post office to hold your mail, and notify one of your neighbors so they can keep an eye out on your home.
  • If you’re going to be away from home for a long period, consider using timers on your interior lights to give the appearance that someone is still home.
  • Since so many bags look alike, consider putting a bit of colored tape or ribbon on the handle to quickly identify your bag at the luggage carousel.
  • Carry important papers with you.! Do not check anything that you don’t want to lose.