Today, we finish the fourth category within File Box 3. Woo hoo! With only one more category, we are coming to the end. You have patiently hung in there through this process of looking at each document type to evaluate if you need each of these documents.

Though I enjoy the document organization category, I realize that it is not the highlight of the week for most of you. For me, the more organized I am at home with the paperwork, the more freedom I tend to be with activities because I know all is covered at home.

When home life is in disarray, then I tend to stay home to work through the cleaning, laundry, paperwork, coupons, etc. As I emerge from piles and get on top of our home life, then we go to the park, entertain, and hang out with friends.

Knowing how I operate helps me know where to start and how to progress to a calm, organized home. It takes time, but I find investing in our home using time wisely.

In investing in organizing our important documents, I finished last week with most of our estate planning documents filed. The last items are other estate planning packages, housed with our research items in file opening 9 of our file box 3.

Other Estate Planning Packages

As an executor, beneficiary, and/or trustee of others’ estate planning packages, I needed a place to hold those documents. As they are all estate planning documents, I wanted to keep them separate from our information.

My solution was to place each package into a separate 9”x13” envelope with the family name written on the outside. I then keep these envelopes in this file. If we get notification that one of these friends or family members needs the information, then I can quickly locate all the documents at once.

That’s it! In getting the last items of our estate planning documents filed, this category is currently complete. Though I may still add more research information and need to adjust our checklist information, the bulk of this category is done.

If you are following along, then celebrate this accomplishment. You are doing so well getting all your important documents organized and filed. Keep working, and enjoy having another category complete. Happy organizing!

Question: How is your document organizing coming along?