How to organize financial/life records by funchilde

"Completing this makes me feel mature, relaxed & proud."

How I did it: I took a year to go through all of my personal documents and files. I shredded/tossed/recycled and got down to the basics and put those in a binder with dividers to separate each account/activity.

I contacted all of my financial instutions and requested paperless statements.

I organized all of my financial documents via spreadsheet and now have a net worth calculator and a monthly budget.

I contacted an attorney and had a last will and testament drafted.

I saved all of my social media/email account access info and passwords onto a thumbdrive to store in the binder.

I had my Living Will/Advanced Directive notarized and filed.

My home and office are now about as de-cluttered as I think I can get without tipping into OCD/obsession.

I feel fantastic.

Lessons & tips: If you have a lot to get through, just go slowly. I basically gave myself date markers to get things done by. And did a little day by day or week by week.

Resources: http://www.getrichslowly.org/blog/2011/03/03/getting-started-with-estate-planning/


4 people found this helpful
 

Jul 25, 2011, 02:54PM PDT | 4 comments | 22 cheers


Comments:

nouvelle jen

zow!

the before/after picture says it all! Nice job!!

Jul 25, 2011, 04:22PM PDT | Respond to this 2 cheers

Trauma_Junkie thinks she may have had a touch too much caffiene...

that is awesome

I find paper stuff all the time and am afraid to shred it. but I dont even file it, so it just sort of sits in piles all over the house!

I’ve got to tackle this eventually.

Jul 25, 2011, 04:54PM PDT | Respond to this 3 cheers

ladybird

this is so great!

and also comforting to know that it takes time and patience. it is so worth it!

Apr 15, 04:21AM PDT | Respond to this 1 cheer

Reformed Reinvent, Reduce, and Reclaim

Wow

Not only is this great having everything in order like this, but it looks great too!

Apr 28, 04:56PM PDT | Respond to this 2 cheers


funchilde has gotten 22 cheers on this entry.

 

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