Goodbye, Procrastination: Get Organized With Ease
Organizing your personal records is a small task with a big impact on your peace of mind. If something unexpected happens, like an illness or an accident, having your records organized can significantly assist you or those responsible for managing your affairs.
Begin with the Get Organized guide, which will help you inventory your personal assets and vital documents, ensuring your financial and legal information is accessible.
On the final page of the guide, you’ll find a form that can help expedite locating your documents and valuable assets. Identify your storage locations and indicate where you keep items like your will, tax documents, personal property records, address books, artwork, jewelry and more.
Share copies of your checklist only with trusted individuals, such as your lawyer or someone you’ve designated to handle your affairs.
Organizing your records is simpler than you might imagine. Consider these tips:
- Centralize information. Keep documents and information in one place for easy access.
- Include essential documents. Retain important receipts and legal papers.
- Maintain privacy. Safeguard sensitive information and share it only with trusted individuals.
Regularly update your records and discuss key details with your loved ones. Life changes, but the importance of keeping your records current does not.
Losing a Loved One: Guide for Families, is an easy-to-reference brochure offering guidance for survivors and beneficiaries claiming VRS benefits after a loss. Keep a copy with your will and other essential documents, reviewing it with your loved ones to ensure they understand how to claim VRS benefits if needed.
