I used to think that I was pretty organized. My wife and I both value keeping our house neat and our files and records are no exception. January is the time of year that we generally deep-dive into making sure that everything is properly updated.
Related: Annual Round-Up Day
This year has shaken me from that confidence. After having my heart attack the day after Christmas, I’ve been thinking about how difficult it would be for my wife and son to actually find passwords, account information, computer files, and important records. While my wife and I generally work together on a lot of these things, still much is only in my – or her – head.
A big part of the challenge is the amount of information we manage these days. We do business or have investments with such a wide variety of companies. I keep everything organized in a few computer files, that we both review now and then, but I’m not sure I’ve ever explained where in my Dropbox the files are kept. Or, showed anyone where I keep the tens of thousands of family pictures.
This month as I start getting organized for tax preparation, I’m going to need to go the extra step of putting together an emergency info binder to ensure a ‘smooth transfer of operations’ in the event that I’m not able to manage things some day. Right now I have a simple 3 page document that I keep updated, but it would take a lot of work to decipher our lives from that simple document. There are good examples of emergency binders that I have found online and Jane Bryant Quinn has a full chapter on getting one organized in her ‘Making The Most Of Your Money’ book.
Open to hearing any suggestions you might have, too. How do you keep all of your life info organized?
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