Control paper clutter with the file it and

Control Paper Clutter With the File It and Find It ® System

Create a system you can trust more than your memory.

Copyright 2013 Legacy Years Transition Services

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When you want to go from this…


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To this


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Use this


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What You Need To Get Started


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Beginning the Process

• Let’s start by clearing away the small stuff that belongs somewhere else.


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Step 1: Set up Action File Cards

Items that require actionAsk:– 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?


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To stay in touch


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To Save Money


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To keep Track of Events


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Keep Track of Errands


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Keep Track of Payments


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When You Need To Follow Up


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Things You Want To Start or Finish


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Papers You Want to Read Later


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Credit Cards & Banking


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Papers You Are Done With


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Step 2: Set Up the Very Important Papers File Cards


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Banking Records


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Credit Card Transaction History


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Your Financial Plans


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Properties You Own


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Your Investment History


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The Bills You Have Paid


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Your Paycheck History


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Current Year Income Taxes


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Tax Returns From Previous Years


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Your Health Care Statements


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Your Health Insurance Policies


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Your Personal Health Records


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Papers That Prove Your Identity


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Papers Others Will Need Someday


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Proof of What You Own


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Contents of Safety Deposit Box


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Titles to Things You Own


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What’s In Your Wallet?


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What To Do In An Emergency


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Records of Home Repairs & Remodeling


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Your Insurance File


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History of Your Mortgage or Rental


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Your Vehicle Records


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Your Product Records & Manuals


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Information on Child or Elder Care


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All About Your Job


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Aids to Your Job Search


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Your Membership History


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Your Pets


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Family School Records


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What’s Left?


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Design Your Own File Card

Control paper clutter with the file it and

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