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You can keep these papers in file folders stored in the filing cabinet along with your other important documents OR in a binder with various sections and pockets. Now it’s time for your daily paperwork pile. Use the labeled file folders for each of your subcategories, then put those folders into the filing cabinet for easy access. Next, split your documents into subcategories for more efficient organization, such as personal (Identification, marriage license, etc.), academic (diploma, transcripts), transportation (car title & repair receipts), employment (such as a contract), financial (Tax documents, paid bills), health (medical records), Legal ( Will, POA, and other estate planning documents), and real estate ( Title, deed, lease agreement, repairs). This is the stuff that goes straight into a fireproof box or safe for protection. Step 6 – Organize The “File” Pileįirst, grab your most important legal documents, such as your passport and social security card, maybe even your birth certificate (If you’re international like me, getting another copy would prove extremely difficult). Grab the recycling pile first, and just drop it into a recycling bin – easy peasy! Next, shred the sensitive legal documents you’re getting rid of – That’s the fun part. Now that you have a clear picture in front of you of what needs to be tossed – get rid of it. Examples are credit card offers, old bank statements, and bills you no longer need to keep for reference. Shred – This is where you include papers that don’t fall into the first three categories but do contain personal identifying information.Examples include junk mail and used envelopes. Recycle – Any paperwork that is useless to you and contains no personal information.Things like coupons, recipes, user manuals, upcoming travel documents, and events. Keep Close – Day to day paperwork that you use to keep your household (and life) running.

(see below – “What are important documents?”) Including medical records, tax returns & receipts, deed/lease, warranties, contracts, and Personal identification records.

File – Any Important legal documents you can file away in your filing cabinet and don’t need to reference more than once or twice a year.

You can also include magazines and newspapers you want to read, which can then go into the Recycle pile once you are done with them. paid bills) for future record, until they are no longer needed. invitations, appointment cards) or File (i.e. Once you’ve acted on certain papers – You can then categorize them under Keep Close (i.e. Paperwork such as bills to be paid, invitations to respond to, and appointment reminders to put on the calendar.

Act – Paperwork that you need to take action on immediately.

Each document will go into one of these five categories: Now it’s time to sort all of your legal documents. Step 4 – Separate Your Papers Into 5 Categories Last, but not least, check your wallet, purse, or briefcase for important documents you are probably carrying around. Look on top and inside of your bedroom dresser and nightstand. Check your kitchen countertops as well as kitchen drawers and baskets. Check your desk drawers and the papers stacked on top of it. Although, that is sometimes easier said than done. Step 2 – Find All of Your Paperwork – Legal and Otherwiseīefore you get to the important task of organizing your legal documents, you have to find them first. If you really need to look at something, you can always log in to your online account and print out the necessary documents. Another good idea is to sign up for e-bills and statements.

Unneeded paperwork includes junk mail, flyers, coupons you’ll never use, and magazines you’ll never read. That will reduce the amount of paperwork you’ll have to go through and shred, or file.

The first step to creating an organized home filing system is to cut down on the amount of paper you receive in the first place. Once you organize legal documents in a way that makes sense to you, it will feel like a weight has been lifted off your shoulders. These are documents that you rarely need, but cannot risk losing in case of an emergency, like an accident, or tax season. It may seem like a drag to get organized sometimes, but if there is one thing you are going to dedicate that time to, let that be your legal documents. A Few Simple Steps To Organize Legal Documents Fast