For Online and Physical Filing:
(Paperwork)

Critical Records:
  • Identity Documents
  • Insurance Policies
  • Taxes
  • Titles and Deeds
  • Trusts
  • Vital Documents (Vital Documents can be all those passwords and logins!)
Records:
  • Home
  • Medical (Doctor Visit summaries)
  • Memories (Photos, Children School Projects, etc.)
  • Receipts and Warranties
  • Family Wellness (Time management, Exercise, Grief, etc.)
Assets:
  • Retirement Accounts
  • Brokerage Accounts
  • Educational Accounts
  • Bank Accounts
  • Airline Mileage
  • Social Security
  • Investment Projects
  • Business
Liabilities:
  • Home Maintenance Expenses
  • Medical Expenses
  • Auto Expenses
  • Credit Cards
  • Mortgage

For Physical Uncluttering:
(Home Tidying)