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Control Paper Clutter With the
File It and Find It ® System
Create a system you can trust more
than your memory.
When you want to go from this…
2
Copyright 2013 Legacy Years Transition
Services
To this
3
Copyright 2013 Legacy Years Transition
Services
Use this
4
Copyright 2013 Legacy Years Transition
Services
What You Need To Get Started
Copyright 2013 Legacy Years Transition
Services
5
Beginning the Process
• Let’s start by clearing
away the small stuff
that belongs
somewhere else.
Copyright 2013 Legacy Ye...
Step 1: Set up Action File Cards
Items that require action
Ask:
– Why do I have this paper?
– Does it remind me of somethi...
To stay in touch
8
Copyright 2013 Legacy Years Transition
Services
To Save Money
9
Copyright 2013 Legacy Years Transition
Services
To keep Track of Events
10
Copyright 2013 Legacy Years Transition
Services
Keep Track of Errands
11
Copyright 2013 Legacy Years Transition
Services
Keep Track of Payments
12
Copyright 2013 Legacy Years Transition
Services
When You Need To Follow Up
13
Copyright 2013 Legacy Years Transition
Services
Things You Want To Start or Finish
14
Copyright 2013 Legacy Years Transition
Services
Papers You Want to Read Later
15
Copyright 2013 Legacy Years Transition
Services
Credit Cards & Banking
16
Copyright 2013 Legacy Years Transition
Services
Papers You Are Done With
17
Copyright 2013 Legacy Years Transition
Services
Step 2: Set Up the Very Important
Papers File Cards
18
Copyright 2013 Legacy Years Transition
Services
Banking Records
19
Copyright 2013 Legacy Years Transition
Services
Credit Card Transaction History
20
Copyright 2013 Legacy Years Transition
Services
Your Financial Plans
21
Copyright 2013 Legacy Years Transition
Services
Properties You Own
22
Copyright 2013 Legacy Years Transition
Services
Your Investment History
23
Copyright 2013 Legacy Years Transition
Services
The Bills You Have Paid
24
Copyright 2013 Legacy Years Transition
Services
Your Paycheck History
25
Copyright 2013 Legacy Years Transition
Services
Current Year Income Taxes
26
Copyright 2013 Legacy Years Transition
Services
Tax Returns From Previous Years
27
Copyright 2013 Legacy Years Transition
Services
Your Health Care Statements
28
Copyright 2013 Legacy Years Transition
Services
Your Health Insurance Policies
29
Copyright 2013 Legacy Years Transition
Services
Your Personal Health Records
30
Copyright 2013 Legacy Years Transition
Services
Papers That Prove Your Identity
31
Copyright 2013 Legacy Years Transition
Services
Papers Others Will Need Someday
32
Copyright 2013 Legacy Years Transition
Services
Proof of What You Own
33
Copyright 2013 Legacy Years Transition
Services
Contents of Safety Deposit Box
34
Copyright 2013 Legacy Years Transition
Services
Titles to Things You Own
35
Copyright 2013 Legacy Years Transition
Services
What’s In Your Wallet?
36
Copyright 2013 Legacy Years Transition
Services
What To Do In An Emergency
37
Copyright 2013 Legacy Years Transition
Services
Records of Home Repairs &
Remodeling
38
Copyright 2013 Legacy Years Transition
Services
Your Insurance File
39
Copyright 2013 Legacy Years Transition
Services
History of Your Mortgage or Rental
40
Copyright 2013 Legacy Years Transition
Services
Your Vehicle Records
41
Copyright 2013 Legacy Years Transition
Services
Your Product Records & Manuals
42
Copyright 2013 Legacy Years Transition
Services
Information on Child or Elder Care
43
Copyright 2013 Legacy Years Transition
Services
All About Your Job
44
Copyright 2013 Legacy Years Transition
Services
Aids to Your Job Search
45
Copyright 2013 Legacy Years Transition
Services
Your Membership History
46
Copyright 2013 Legacy Years Transition
Services
Your Pets
47
Copyright 2013 Legacy Years Transition
Services
Family School Records
48
Copyright 2013 Legacy Years Transition
Services
What’s Left?
49
Copyright 2013 Legacy Years Transition
Services
Design Your Own File Card
50
Copyright 2013 Legacy Years Transition
Services
A “Relaxed Result”
Copyright ©) 2012 Harriet Vaughan
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Control paper clutter with the file it and

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Control paper clutter with the file it and

  1. 1. Control Paper Clutter With the File It and Find It ® System Create a system you can trust more than your memory.
  2. 2. When you want to go from this… 2 Copyright 2013 Legacy Years Transition Services
  3. 3. To this 3 Copyright 2013 Legacy Years Transition Services
  4. 4. Use this 4 Copyright 2013 Legacy Years Transition Services
  5. 5. What You Need To Get Started Copyright 2013 Legacy Years Transition Services 5
  6. 6. Beginning the Process • Let’s start by clearing away the small stuff that belongs somewhere else. Copyright 2013 Legacy Years Transition Services 6
  7. 7. Step 1: Set up Action File Cards Items that require action Ask: – Why do I have this paper? – Does it remind me of something I need to do? – Or, is it information I want to be able to find? 7 Copyright 2013 Legacy Years Transition Services
  8. 8. To stay in touch 8 Copyright 2013 Legacy Years Transition Services
  9. 9. To Save Money 9 Copyright 2013 Legacy Years Transition Services
  10. 10. To keep Track of Events 10 Copyright 2013 Legacy Years Transition Services
  11. 11. Keep Track of Errands 11 Copyright 2013 Legacy Years Transition Services
  12. 12. Keep Track of Payments 12 Copyright 2013 Legacy Years Transition Services
  13. 13. When You Need To Follow Up 13 Copyright 2013 Legacy Years Transition Services
  14. 14. Things You Want To Start or Finish 14 Copyright 2013 Legacy Years Transition Services
  15. 15. Papers You Want to Read Later 15 Copyright 2013 Legacy Years Transition Services
  16. 16. Credit Cards & Banking 16 Copyright 2013 Legacy Years Transition Services
  17. 17. Papers You Are Done With 17 Copyright 2013 Legacy Years Transition Services
  18. 18. Step 2: Set Up the Very Important Papers File Cards 18 Copyright 2013 Legacy Years Transition Services
  19. 19. Banking Records 19 Copyright 2013 Legacy Years Transition Services
  20. 20. Credit Card Transaction History 20 Copyright 2013 Legacy Years Transition Services
  21. 21. Your Financial Plans 21 Copyright 2013 Legacy Years Transition Services
  22. 22. Properties You Own 22 Copyright 2013 Legacy Years Transition Services
  23. 23. Your Investment History 23 Copyright 2013 Legacy Years Transition Services
  24. 24. The Bills You Have Paid 24 Copyright 2013 Legacy Years Transition Services
  25. 25. Your Paycheck History 25 Copyright 2013 Legacy Years Transition Services
  26. 26. Current Year Income Taxes 26 Copyright 2013 Legacy Years Transition Services
  27. 27. Tax Returns From Previous Years 27 Copyright 2013 Legacy Years Transition Services
  28. 28. Your Health Care Statements 28 Copyright 2013 Legacy Years Transition Services
  29. 29. Your Health Insurance Policies 29 Copyright 2013 Legacy Years Transition Services
  30. 30. Your Personal Health Records 30 Copyright 2013 Legacy Years Transition Services
  31. 31. Papers That Prove Your Identity 31 Copyright 2013 Legacy Years Transition Services
  32. 32. Papers Others Will Need Someday 32 Copyright 2013 Legacy Years Transition Services
  33. 33. Proof of What You Own 33 Copyright 2013 Legacy Years Transition Services
  34. 34. Contents of Safety Deposit Box 34 Copyright 2013 Legacy Years Transition Services
  35. 35. Titles to Things You Own 35 Copyright 2013 Legacy Years Transition Services
  36. 36. What’s In Your Wallet? 36 Copyright 2013 Legacy Years Transition Services
  37. 37. What To Do In An Emergency 37 Copyright 2013 Legacy Years Transition Services
  38. 38. Records of Home Repairs & Remodeling 38 Copyright 2013 Legacy Years Transition Services
  39. 39. Your Insurance File 39 Copyright 2013 Legacy Years Transition Services
  40. 40. History of Your Mortgage or Rental 40 Copyright 2013 Legacy Years Transition Services
  41. 41. Your Vehicle Records 41 Copyright 2013 Legacy Years Transition Services
  42. 42. Your Product Records & Manuals 42 Copyright 2013 Legacy Years Transition Services
  43. 43. Information on Child or Elder Care 43 Copyright 2013 Legacy Years Transition Services
  44. 44. All About Your Job 44 Copyright 2013 Legacy Years Transition Services
  45. 45. Aids to Your Job Search 45 Copyright 2013 Legacy Years Transition Services
  46. 46. Your Membership History 46 Copyright 2013 Legacy Years Transition Services
  47. 47. Your Pets 47 Copyright 2013 Legacy Years Transition Services
  48. 48. Family School Records 48 Copyright 2013 Legacy Years Transition Services
  49. 49. What’s Left? 49 Copyright 2013 Legacy Years Transition Services
  50. 50. Design Your Own File Card 50 Copyright 2013 Legacy Years Transition Services
  51. 51. A “Relaxed Result” Copyright ©) 2012 Harriet Vaughan

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