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Transcript of Control paper clutter with the file it and
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Control Paper Clutter With the File It and Find It ® System
Create a system you can trust more than your memory.
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Copyright 2013 Legacy Years Transition Services
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When you want to go from this…
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To this
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Use this
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What You Need To Get Started
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Beginning the Process
• Let’s start by clearing away the small stuff that belongs somewhere else.
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Step 1: Set up Action File Cards
Items that require actionAsk:– Why do I have this paper?– Does it remind me of something I need to do?– Or, is it information I want to be able to find?
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To stay in touch
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To Save Money
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To keep Track of Events
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Keep Track of Errands
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Keep Track of Payments
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When You Need To Follow Up
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Things You Want To Start or Finish
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Papers You Want to Read Later
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Credit Cards & Banking
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Papers You Are Done With
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Step 2: Set Up the Very Important Papers File Cards
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Banking Records
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Credit Card Transaction History
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Your Financial Plans
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Properties You Own
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Your Investment History
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The Bills You Have Paid
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Your Paycheck History
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Current Year Income Taxes
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Tax Returns From Previous Years
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Your Health Care Statements
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Your Health Insurance Policies
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Your Personal Health Records
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Papers That Prove Your Identity
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Papers Others Will Need Someday
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Proof of What You Own
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Contents of Safety Deposit Box
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Titles to Things You Own
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What’s In Your Wallet?
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What To Do In An Emergency
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Records of Home Repairs & Remodeling
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Your Insurance File
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History of Your Mortgage or Rental
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Your Vehicle Records
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Your Product Records & Manuals
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Information on Child or Elder Care
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All About Your Job
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Aids to Your Job Search
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Your Membership History
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Your Pets
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Family School Records
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What’s Left?
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Design Your Own File Card
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Copyright ©) 2012 Harriet Vaughan
A “Relaxed Result”