Wednesday, July 26, 2017

A helpful beginning to a series on record keeping!

If you are like us you have a lot of paper records and a lot of online documents or records in your email. Add to that your online accounts and other variations and it can be a lot for you, your partner and/or your executor to figure out and access.

This looks like the start of a promising series on how to make your record keeping as simple and effective as possible.

Generally Accepted Record Keeping Principles


  1. Great article! I have organized my home and work offices a few times but have never completely mastered a system that doesn't create a backlog!

    1. I'm in the same boat and could also use suggestions about how to make it all easily accessible to a family member/executor as needed.


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