How to Keep your Important Documents and Information Organized

How to Organize Important Documents and Information

I’ve been meaning to make an important documents binder for quite awhile but kept putting it off because I’ve been so busy.  Though, being a mother, that’s not a very good excuse because we’re always busy it seems. I was reminded, a couple of weeks ago that I really needed to get my important documents organized, when my husband needed his social security card, but we could not find it anywhere.  (Luckily, I did find it later in one of the few places we didn’t look!)  Since then, I’ve been working on getting all the paperwork and information together and thought I would share it with you.  So you can get organized, too!

What you need to get started:

  • Binder (I used a 1 1/2 inch, D-ring binder)
  • Free printables (you can get these below)
  • Sheet protectors
  • Dividers
  • Printer and Copier

First, you’ll want to get your free printables, fill out all the information, and gather everything on the checklist.  This may take awhile, but having all your important documents and information is so handy.  Then, decide how you would like to organize your binder.  I organized mine into seven sections.

  • Personal Information (all family members and pets)
  • Health Care Information
  • Passwords
  • Financial Information
  • Insurance Information
  • Property and Vehicles
  • Inventory and Upgrades

In Personal Information, include a master page for each family member. Put it in a sheet protector and slide other personal documents in behind it.  Such as:

  • Birth Certificate
  • Social Security Card
  • Driver’s License copy
  • Passport

For each pet, fill out a master page and include:

  • Registration Papers
  • Veterinary Records
  • Licensing Paperwork

 

Put the remaining pages and all your important papers in sheet protectors, also.  Sort by which section they apply to. Then arrange in your binder and separate the sections with dividers.  Now you’re all finished and prepared for when you need to find something quickly!

**Make sure you keep this binder either well hidden or locked in a safe.  It contains information that only family members should have access to.  For this reason, I have chosen not to label my binder on the outside, so that it will not be obvious what is inside.

This binder is also extremely helpful in emergencies when you must leave home quickly.  It can save you precious minutes, that you would otherwise be trying to get your important documents together. It’s always better to be prepared. Do you have an important information binder for your family?

How to Keep Your Important Documents and Information Organized

8 thoughts on “How to Keep your Important Documents and Information Organized

  1. I have a hard time keeping documents organised. Thank you so much for the tips. I’ll try them out!

  2. Such great suggestions. We keep ours in an old bank deposit bag. I think keeping a copy in a safe deposit box or fireproof cabinet it also a good idea.

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