Home Filing System FREE Download
Do you know where your important family documents are, such as social security cards, birth certificates, or marriage licenses? Is your will up to date and do you know where it is located? Are you aware of how to access all of your family’s bank accounts? If you don’t know the answers to these questions, don’t worry, you’re not alone. Managing a family and all the essential family information can be overwhelming. I understand this well, as I often see dining room tables piled high with paperwork in nearly every home that I visit. So what should a disorganized family do? It is one thing to organize all the paperwork, but it’s another thing entirely to have access to the documents when you need them the most and to have them readily accessible to everyone in the family.
So how can a family be organized and also maintain access to all it’s important information securely?
Trustworthy® is the answer. Trustworthy is the only online platform that gives you a centralized view of your important information. It’s a place where modern families collaborate, now and across generations. Best of all a Trustworthy Certified Expert™ can coach you on digital organization, help you find lost documents, and even set up your Family Operating System® for you. And guess what? I just happen to be on of those Trustworthy Certified Experts™!
The Trustworthy interface is easy to navigate and setting up an account is a breeze. Anyone can start using it quickly and without much hassle. The most challenging aspect of the process is gathering the necessary data to enter into the system. That’s where I can assist you as an expert. I can help you locate the essential documents and organize them so that data entry becomes effortless. In fact, I have created a downloadable instruction sheet to guide you in categorizing and collecting the paperwork. Therefore, even if you decide against using an online system, you will still have a well-organized home filing system that you can utilize for years to come.
How do I start organizing my family documents and information?
Use this Home Filing System FREE Download to start sorting your paperwork. The categories included in the Home Filing System Free Download will make entering data into Trustworthy® much easier. The hope is when you are ready to take your family files digital you’ll have your files organized and ready to go. Although you don’t need to be super organized to take advantage of what Trustworthy® has to offer. Their system guides you along the way. You don’t have to enter everything at once. It can be developed little by little so don’t get bogged down in overthinking it. Open a Trustworthy account here.
If you are having trouble with the volume of paperwork you have don’t worry. I offer tips and suggestions in my blog post titled, “How Do I Get Rid of Years of Paper Clutter.” Or give me a call at 804-625-4411 or set up a free phone consultation with me. We can chat and discuss your home filing system goals.
