Gather your paperwork from filing cabinets, drawers, and miscellaneous piles.
Separate bank statements, bills, insurance documents, tax records, and receipts.
Choose a workspace with enough space for documents. Work on this project at a table or desk.
Take out expired warranties, bills, and duplicates. Securely shred or dispose of them.
Scanning and digitizing documents creates electronic files. This lowers physical clutter and makes document retrieval easier.
Keep necessary financial documents such tax returns, investment statements, and bank statements for seven years. Rip the rest.
Keep passports, birth certificates, and insurance policies safe and accessible.
Classify the remaining documents in labeled folders or binders. Medical, utility, and personal documents might be kept in distinct folders.