How to Organize and Safely Store Your Important Documents.

In today's fast-paced world, loosing important paperwork can cause stress, delays, or worse-- identity theft. Whether it's legal, financial, or personal records, good document organization can save you time & trouble.

1. Create Categories

   Sort documents into groups:

   • Legal (wills, contracts, power of attorney)

   • Financial (bank statements, tax returns)

   • Medical (insurance cards, health directives)

   • Personal (birth certificates, diplomas, marriage licenses)

2. Use a Filing System

   Store physical documents in clearly labeled folders in a locked file cabinet or fireproof safe.

   • Alphabetical or by category

   • Color-coded folders can help, too

3. Digitize What You Can

   • Scan documents and save them in secure, encrypted cloud storage.

   • Back them up to an external hard drive as well.

4. Keep Orginals Safe

   Originals of legal documents (wills, deeds, POA) should be stored in a fireproof and waterproof container.

5. Review Annually

   Once a year, review and purge unnecessary papers. Keep your records up-to-date and clutter free.

🔐Stay Prepared, Stay Protected

Notary Now ATL can help can help with notarizing and organizing key documents. If you're planning your estate, selling property, or preparing for a major life event -- we're here to help.