Feeling the call to get organized? Our lives are flooded with important documents such as insurance policies, financial statements, and the everyday information that clutters our home and office. Often it is hard to determine where and how long to keep these documents. Introducing a digital storage system to your life can help eliminate these questions. With an online account, you can keep all critically important records in one place. After uploading these documents to this account, you can throw away many physical copies. For the critical documents that you need to retain, see the tips below for physical document storage.
1)What to keep in a safe deposit box at the bank:
Birth and death certificates; marriage license, adoption, citizenship, divorce papers
Inventory and photos of household property
Deeds, titles, bills of sale, car title, mortgage
List of location of important papers
2)What to keep in a home file cabinet:
Tax returns; supporting documentation for past 3-7 years
Passport
Bank account information
Insurance policies
List of all assets, including brokerage and mutual fund accounts, stocks, bonds, bank accounts, real property, and employee-benefit accounts
3)What to keep at your attorney’s office:
Will; durable power of attorney
Funeral instructions
Living will; health care power of attorney
Location of safety deposit box
Secure online document storage, offers a single location to archive and protect your essential information, rather than having to move between your home, office, bank, and attorney’s office. Not only is your information easily accessible whenever you need it, it is also safe from fire, water damage, and theft.
Feeling the call to get organized? Our lives are flooded with important documents such as insurance policies, financial statements, and the everyday information that clutters our home and office. Often it is hard to determine where and how long to keep these documents. Introducing a digital storage system to your life can help eliminate these questions. With an online account, you can keep all critically important records in one place. After uploading these documents to this account, you can throw away many physical copies. For the critical documents that you need to retain, see the tips below for physical document storage.
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