Simple Methods For Getting Organized: Health, Personal Life, Work

• Set up a simple filing system if you do not have one already. For information about setting up a simple filing system, click here.
• Create a  List of Instructions which combines in one place all the information needed to keep your financial, medical and personal worlds functioning smoothly.
  • A List of Instructions will help you keep organized, save you time, and assure important steps do not fall through the cracks. Equally as important, a List of Instructions will provide guidance if anyone needs to take over for you temporarily. We all face the possibility of being unable or unavailable to manage our financial and personal business - whether due to depression, extended travel or incapacity.
  • It is advisable to start your List as soon as you can. Much of the information is probably already in your address book. If it is more work than you want to undertake at this point, start the list and add to it as information comes across your desk. Within twelve months it will be complete.
  • We provide a list to help act as a guide for yours. Feel free to use it however it works best for you:
    • Complete your list online and store it on our secure site. You can then print copies for whoever needs them or give access to the list via your password.
    • Print the List and fill in the blanks.
    • Use the List as a model to create a list of your own for your personal use.
  • To make day-to-day matters as simple as possible (for you and those who might help you), also review Document Inventory, Household Inventory and Set-Up A Filing System.
• Consider making a document inventory. You can save your time and memory banks, and help other people find your documents, if you keep a document inventory. A document inventory lists where each of your important documents are stored. Survivorship A to Z provides an easy to use "Document Inventory." 
• Consider creating a household inventory. Creating a household inventory sounds like it can be a lot of work, but it can come in handy. (And a little spring cleaning never hurt - no matter what time of year.) For a form to use, click here. While it is advisable to do an entire inventory, do what you can now. As items are purchased or given to you as a gift, add them to the list immediately.
• Store important papers appropriately. For instance, keep your deed in a Safe Deposit Box or in a Safe. To learn where important papers should be stored, clickhere. For information about purchasing a home safe, click here.
• Create a List of Instructions - and keep it up to date. Include everything needed to keep your home and personal life in order. For instance, dates premiums and rent/mortgage payments are due. Dates for maintenance of items that keep you life going such as a furnace - as well as who to call. For a form, click here.
• If you have a complicated financial life or don't want to deal with finances: Consider hiring a Daily Money Manager.

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