Day 12 of Countdown to Oliver: (Re)organize Files and Paperwork

Files

Today’s topic, reorganizing files and paperwork, not so interesting but definitely helpful if you need to get organized. We did have a fun, eventful Father’s Day weekend. So, I’ll talk about both in this post.

For organizing files and paperwork, I have a great Pinterest find from Simply Fabulous Living. I’ve had a system in place that’s similar, but her breakdown is more specific and I also implemented the color system she uses.

Basically, you get a bunch of files and a file holder box (I won the file-holder we use from thirty one gifts; it’s called a Fold N’ File). Then, you label a folder for each item you can think of and color code it based on its overall category (example below).

I would also suggest keeping your files in a lock box or safe (fireproof if possible), so no one else can get ahold of them or if there were a fire, they could survive. It might also be wise to give the lock combination to a close family member or friend in case anything were to happen. 

This is how we categorized our files:
Important Documents [red]

  • Birth and marriage certificates
  • Driver license/passport copies
  • Education records
  • Social Security cards
  • Voter registration
  • Will
  • Vehicle title

Money [green]

  • Income tax info
  • Stocks info
  • Retirement info
  • Children college fund info
  • Credit card info
  • College loan info
  • Other loan info
  • Insurance info–renter’s, car, home, medical, life, etc.
  • General bills info and receipts–electric, water, gas
  • Bank account info
  • Donation/personal business deductions

Household [yellow]

  • Home and vehicle receipts, info (tires, maintenance, etc.)
  • Project receipts/budget
  • Furniture/electronics’ manuals, receipts and warranties
  • (If renting) Copy of lease, payment receipts, before/after pictures of rented home/apartment, any other paperwork
    (trust me, doing this has saved me from a landlord trying to wrongfully and dishonestly screw me over once–completely worth it, do it!)
  • (If own/making payments on your home) Copy of deed, real estate info, agreement paperwork/receipts when purchased, etc.

Health/Wellness [blue]

  • Immunization records
  • Medical and health insurance info
  • Child one’s medical records
  • Child two’s medical records
  • Dental records/receipts
  • Chiropractic records/receipts
  • Veterinarian records/receipts

Other [purple]

  • Volunteer info
  • Organization info/memberships
  • Certificates, certifications, awards

 

And Father’s Day weekend consisted of…

dinner

Happy Father’s Day to all the wonderful fathers out there! 

The Countdown List:

1. Create the segment “Countdown to Oliver” and make list
2. Make a hospital bag
3. Create a baby registry
4. Prepare the baby’s space
5. Set-up pediatrician visit/appointments
6. Install the car seat
7. Have a pampering day
8. Prepare birthing plan
9. Wash shower curtains, rugs and sheets
10. *Reader’s idea* Virtual gift-opening
11. Finish an art project
12. Finish a book
13. Create an exercise regimen for the final 4 weeks
14. Take a sewing class and make something for the newest babe
15. Have a special mom and daughter day with Ella
16. (Re)organize files and paperwork
17. Finalize plans with the OB
18. Prepare for visiting family
19. Cleaning day
20. *Reader’s idea* Clothe diapering
21. Meal prep (frozen meals)
22. Write a letter to the new baby
23. Design birth announcements
24. Date night
25. Invest in post baby clothes
26. Clean pumping and feeding items
27. Take a class
28. Clean the carpets and floors
29. Stock up on toiletries, diapers and groceries
30. *Reader’s idea* Put feet up and rest

2 thoughts on “Day 12 of Countdown to Oliver: (Re)organize Files and Paperwork

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