What's a Vital Document in this Paper Stack?

We all have paper stacks that range in height and age. It's ok! But at some point you will need to deal with it. This customer was in the right mind frame to make decisions. Here is a great case study when you are trying to figure out what can be tossed and what should definitely be saved. Before you bag it up for the trash, figure out if there are vital documents that may be needed in the future. Let's dive in.

Throw Away or Recycle

• Outdated Receipts

• Promotional ads & mailers

• Notes from education (but now retired)

Shred

• Older mortgage loan documents

• Letters from attorney, banks

• Utility bills

Keepsakes

• Photos

• Drawings and cards from children

• A few notes and drawings from higher education

Vital Documents

• Two death certificates of parents

• Marriage certificate

• Divorce documents

Here are the takeaways from this customer after this process was complete:

• Going through the paperwork got easier as I went along.

• I realized I would never take the class. 

• I had already missed the event. 

• I didn’t really need the service or product anymore.

• I kept pushing myself because I didn’t want my kids going through it after I had died.

Added bonus: the chair is empty and can now be used for its original intention - to sit and visit! You may have different things in your stack, but dividing each paper into categories can make the whole process much easier. We're here to help with this part of your life! Message us today to discuss your situation.