Send Documents Legal Storage Templates For Free

The safest place in your home is in a heavy safe that's rated for fire and water resistance and anchored to your home's structure in some way. You'll also need to let your personal representative know that your documents are located in your safe, which means disclosing its existence and location.

Consider a safe If you're more comfortable storing your power of attorney documents at home, then you could consider purchasing a fireproof and waterproof safe, or a metal box. So, in the event that any potential damage occurs (ie. a flood or fire), it is less likely to be destroyed.

Keep external drives somewhere secure such as a safe or safe deposit box. Even a locked home office drawer is better than an unlocked drawer.

Create consistent folder and document type structures Set rules and policies for where information should be stored and how it should be categorized.

Keep these types of records in a safe deposit box or a fireproof, waterproof, burglar-proof home safe—with a list of the contents of the box in your home file. Due to the danger of identity theft consider destroying any documents you decide that are out-dated and should be discarded.

Create a Document Management System ? The first step in effective document management is to establish a structured system for organizing your legal documents. This system should include clear naming conventions, folder structures, and metadata tags to categorize and label each document appropriately.

If you want to learn how to organize your paperwork, follow these seven steps: Separate documents by type. Use chronological and alphabetical order. Organize your filing space. Color-code your filing system. Label your filing system. Dispose of unnecessary documents. Digitize files.

Where to Keep Your Important Papers Wallet. You are, obviously, very limited in what you can keep in such a small space. Safe Deposit Box. You can rent a safe deposit at your bank or credit union for a small annual fee. Fireproof Home Box. Attorney. Out-of-Area Friend or Relative. Online or Digital Storage.

Then, collect everything into document binders or hanging file folders for a file bin or cabinet. Individual three-ring binders work best for smaller piles of documents, such as your Actionable stack with this month's bills and receipts. (You can also store these in a 1-gallon freezer bag and sort through them later.)