Checkli

Template

Document Organizing Checklist

Decluttering And Organizing Important Documents

Template

Research and buy a fire-proof filing box.

Supplies - have a scanner, filing folders, labels and pen ready. The app Genius Scan is great if you don't have a scanner.

Organize your documents in categories.

Here are some of them: Legal, Money, Taxes, Insurance, Medical, Home, Auto, Business. See more categories back on the post.

Scan your important documents and save on the cloud and on a pen drive.

Create the files for the categories you need.

Place your important documents in their respective files.

Label each file accordingly.

Make a list of the contents of each file, print it and store it inside your box. Keep a copy of this list in the buck-up pen drive.

Select a location to keep your fire-proof box. Keep it where it's easy to access in case of an emergency.

This creates a private checklist in your account.