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Organize Important Papers

Last Updated: April 11, 2008 | Related resource areas: Personal Finance

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Lesson Contents
I. Introduction
II. How to Get Organized
III. Organize Important Papers

a. Which Papers to Keep
a.1. Household Property Inventory
b. Where to Keep Papers
b.1. Wallet or Purse
b.2. Home Files
b.3. Safe-Deposit Box
c. How Long to Keep Papers
d. When to Update Papers
d.1. Personal and Family Records
d.2. Property Records
d.3. Financial Records
d.4. Legal Records
e. How to Replace Papers

IV. What are SMART Goals?

a. SMART Goal Setting Techniques
b. Write and Visualize Your Goals

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Disclaimer

Acknowledgments

Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.

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