New Year’s Resolution: Document Organization


Do you have financial or legal documents stashed in various places of your home? If so, you aren’t alone! Whether in a safe, your closet, a desk drawer or a file cabinet, it might be time to organize them all and put them in a safe spot. Here is a checklist of important documents that you should consider when gathering these items to store. Keep in mind it’s a good idea to note where each of these are located (of course, it’s easiest if you store them all in the same safe location!)

  • Birth certificate
  • Marriage license
  • Will
  • Pre/post nuptial agreement
  • Trust(s)
  • Mortgage papers
  • Passport
  • Insurance policies
  • Current bills
  • Automobile titles/papers
  • Employee benefit documents
  • Income tax returns
  • Medical records
  • Warranties

Can you think of other important documents that should be on this list? Let us know in the comments!

Helpful links
The safest ways to store important papers
All you need to know about organizing important files
How to store legal documents and personal records

Is saving some cash one of your resolutions for 2017? Give us a ring so we can help you out! 781-943-1555 or


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