Paper-Organizing Resources

Paper-Organizing Resources

I recently had the pleasure of teaching a one-session class with The Learning Collaborative. Thank you to the participants and the TLC organizers for welcoming me to the Zoom podium as an instructor over the last four years. It’s a great group!

My topic was, as always, paper organizing. Fellow professional organizer, Andrea Bowser of Space Matters Home Organization, was my guest for the Q & A segment answering our questions about organizing the non-paper “stuff” that accumulates in our homes.

As promised, I am sharing here links to the websites, information, and products I mentioned in class. I think that even those who weren’t there will find this list of resources helpful.

Forms (some fill-able) for organizing financial information and documents:

Worksheet: Important documents and paperwork from the National Institute on Aging

Family Records Worksheet: Asset Inventory and Personal Information (T. Rowe Price)

Terry Savage’s Personal Financial Inventory

Financial Inventory Worksheet (Schwab Moneywise)

Financial organizers in book format:

If Something Happens to Me, Hearn and Nielsen

Checklist for Family Survivors, Hurme (AARP and ABA)

Get it Together: Organize your Records so your Family Won’t Have To, Cullen (NOLO)

Other organizing resources:

Up-coming 2024 Shredding Events in Rockland County, New York

Assuring Your Wishes from United Hospice of Rockland for filing and making accessible your advance directives