3 Steps To Organize & Store Vital Documents

I am amazed at how many of my clients do not have a system in place for organizing and storing their important papers.  I work with many individuals in creating and organizing home offices and this seems to be a consistent theme.  In order to prevent the loss of vital information there are a few steps you can take to protect your family.

First, collect and gather all your vital papers, such as wills, certificates for marriage and birth, passports, insurance policies, etc.

Secondly, anything that you find you reference frequently (such as SIN cards or medical records) should be photocopied.  You can then reference your copies rather than the originals. I also recommend that all vital documents be scanned and stored electronically (and backed up) for ease of reference when needed.

Lastly, the originals of all your vital documents that are rarely used should be stored in a safe and secure place.  This can be either a bank safety deposit box or a safe within your home, bolted to the floor.  The safe should of course be fireproof and waterproof and out of sight.

Most importantly, remember to tell someone you trust where you have stored your vital documents.

 

2 replies
  1. Clare Shields
    Clare Shields says:

    It sounds as if you are the person who can help me out getting organized in my new home and office space. Please conntact me.

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