Emergency Preparedness: Organizing Your Important Documents

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emergency preparedness organizing your important documents

 

For the past few weeks, our news has been filled with weather related emergencies, family’s homes being devastated, and natural disasters.  On any given day, we could be faced with the unexpected in a significant way.  In case of emergency, we want to have access to the very important papers we need to assist those we love. To be prepared, here is a list of documents and storage options for security and access.

Personal records such as birth certificates, adoption papers, citizenship records, marriage certificates, divorce documents, military service records, passports and social security cards should be stored in a safe or safe deposit box. If you will need to refer to these items, make a copy and store them in your filing cabinet, listing the specific name of the item on a file folder in your “Personal” file drawer.

Tax returns are required by law to be retained permanently. The supporting tax information must be retained for 7 years. (Although the IRS can only audit returns for the previous three years, many exceptions can extend the deadline.) Keep tax returns separately from your supporting documents.  These can be kept in an attic or the bottom drawer of your file cabinet.

For life insurance policies, you must retain the initial policy as well as any addendums. Keep these originals together, each in a file labeled with the name of the insurance company on the file folder, in a safe in your home. Keep a list of the policy numbers and insurance companies in a file in your “Financial” file drawer, labeling the file “Insurance – Life”.  Any payments for these policies can also be kept in the “Financial” drawer.

Legal documents, such as power of attorney and wills, should be kept in a safe in your home and at your attorneys. Give a copy of the document to the executor and family members. Do not keep these in a safe deposit box, as this may be sealed when the box owner dies.

Property information for your home and auto, such as the deed to your home, mortgage, or car title, should be kept in a safe or safe deposit box. For home repair and maintenance bills, keep these in a filing cabinet labeled “Home Repair” in the “Home/Auto” file drawer. For auto repair and maintenance, label these “Auto-(name of car)”, and also keep these in the “Home/Auto” file drawer.

A household inventory is important in the event of a home catastrophe. Your insurance provider will need proof of loss in the event of a fire, flood, or robbery. Videotape or photograph your possessions. Place the photos in a notebook with receipts and appraisals for expensive items. In the video or notebook, categorize the items in your home by room. Keep the video or notebook in a safe or safe deposit box.

If your wallet is lost or stolen, it is important to keep a copy of the contents. Using a copy machine, photocopy the front and back of your credit cards, driver’s license, insurance cards and all else in your wallet. Store the copies in a file folder labeled “Wallet- (your name)” in your “Personal” file drawer.

September is National Preparedness Month.  By organizing your documents in case of a family emergency, you will feel peace of mind and security. Your family will appreciate your efforts on their behalf!

Staying on top of the paper tsunami!

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Getting on top of the incoming flood of paper takes getting a great plan and personalized routines into action!  Without a doubt, dealing with paper is one of the most overwhelming tasks. Attack it with gusto!

This Smead Stadium Sorter is just the tool it takes to combat paper.  It is 12 tiered pockets so that you can see all your categories simultaneously.  Labels are included, such as by month, or household subject, or you can make your own with your personal categories, including your kids, your partner, receipts, dinner menus, coupons and other common categories of paper. It is a small enough size to fit on the counter, right by your phone.  It is large enough to hold  up to 900 sheets of paper!

Let’s go step by step with this sorter. 

  • First decide what your categories should include for your family.  I recommend not only the names of your kids and partner, but also Action, File, and Pending.  Label the files with the labels included, your sharpie pen or your label maker. 
  • Now place this in the spot that you can see it daily, and set it up as a work zone for incoming mail and kids’ papers.
  • Every evening, sort into your sorter. If you miss an evening, try to sort at least twice a week.
  • Once a week, go back into your sorter and have your administrative time.  This is the time to review what is in the sorter, do your filing into your real files, toss out expired, and make a list of actions left to do.  Having this time weekly means you are up to date on your papers. 
  • Now the bonus! Give yourself a reward for your hard work!  That can include a walk, bubble bath, time at Starbucks or Jamba Juice, or  your choice.  Working with paper is not for sissies!

What is your best tip for staying on top of paper?

TEAMwork for your Family

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family teamwork

 

The start of a new school year means everyone working together for their best year yet!  Each family member helping makes all the difference. Remember, Together We Achieve More!  Family teamwork brings everyone together, helping and sharing responsibilities.

  • Start homework time at the same time for all your kids.  This way all the distractions of television, texting and more are all stopped simultaneously.
  • Host your family meeting and create a community chart for your family.  Across the top are the days of the week, down the side are the family member’s names.  In the grid are the daily responsibilities of each person.  Post the chart in the kitchen where everyone can see it.
  • Create partnerships to complete family responsibilities. Partner with unusual pairs, such as dad/daughter, mom/son and mix it up! That way everyone shares the job and the joy of kitchen cleaning, toilets and laundry.
  • Have a “Power Hour” once a week for cleaning the whole house. Discuss what needs to be cleaned and what the finished job looks like. Then set the timer and go!
  • Develop your core in your family team. Set aside times for family members to have one on one times for fun, such as date night for mom and dad or a special trip for a parent and child to share.
  • Post a list of family fun for everyone including movies to rent, places to go eat, or family activities. These incentives help everyone do their best on their responsibilities.

What team activities work at your home?

TEAM: Together Everyone Achieves More

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family team work

 

Why not make organizing more fun? Why not build a team of people with different strengths to get the job gone?  Gather your team together to make a difference.  It’s teamwork that works! Simple ways to gather your team include:

  • Gather your family for the family meeting. Share with them a project you have in mind.  Ask how each can contribute to the project using what they do best.
  • Gather your friends together to support a cause.  Ask each of them to bring a friend to the meeting.
  • Gather your co-workers and find ways to support each other in having power periods.  Find a way that each team member can have an undistracted time to get their heavy duty work one.
  • Gather your faith family together to support those in need around you with child care or healthy meals.
  • Gather your grandkids and have a no technology day, learning how to use a yo yo or play jacks.  Your grandkids learn and connect with you regularly, creating an extended support for them.
  • Gather your family together for a power hour to get house cleaning knocked out.

Who can you gather together to get more done and have more fun?

Back to School Time Management

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Back to school means getting back into schedules, activities and getting to school on time.  It is hard to do, especially after summer.   One of the most important parts of back to school is getting back or getting going on good routines.  Routines are the consistent, every day ways of getting things done that make life easier.  Try out these routines this fall, starting them the third week of August, so that by the first day of school you are already in the groove. 

  •  Have a set schedule for homework and other chores.  Designate a little time for down time, and then start on homework in the late afternoon. The later you start homework, the longer it takes.  Decide on what chores are done on what days and post a chart so everyone is on board with this plan. 
  • Use power periods to get homework done. Instead of 2 hours straight, break your homework time into 15,30 or 45 minutes of work and 5 minutes of walking around, getting a drink,texting friends or taking a very short break. Your kids will be more efficient if they know that the homework needs to be done in 45 minutes.
  • All kids and parents need planners and calendars.  Host a family meeting each week to write in on a month at a glance calendar what upcoming and regular events are going on. Include even the weekly activities, like ballet, football or other kids and parent activities.  You can use the google calendar or Cozi.com if you are a techie, and print the calendar to post too.  Kids bring their planners too to fill in so everyone is modeling and practicing how to use their planners.
  • Set a bed time for the kids and parents.   Well rested kids do better in school. Well rested parents are more productive.  Set alarm clocks for everyone to get up and get going. 

Take a good look at the big picture and what you want this year to be for your family.  At your family meeting, have everyone talk about this and share.  Also think through over scheduling.  Be realistic about what your kids participate in and your commitment.  Being involved is a positive, but being over involved can cause stress and frustration.

Organizing for College

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college organizing

 

 

Its time to send your baby off to college, and there is a lot of preparation to do!  Not only will they be working on academics, they will be working on real life!  Your kid may be ready to fly the coop, and you are not sure they are as prepared as you might like.  Having an organized approach will make for an A+ transition!  Organizing for college is a collaboration with your child.

 

  • Talk through the college day with your student. No longer will they be going to one spot all day long. What will their day be like? Help them write up a schedule that will work for them, taking into account their class times, and their high energy times.

 

  • Help them set up a planner that will work for them.  Getting started in college is where real life time management begins. Having a great week at a glance planner in paper or technology will be the first step in making real decisions about their time, their priorities and their schedules.   Record all the day’s details in their planner so they can see just how busy they are.  Using their phone is a great option since it is with them all the time, they can set reminders and recurring events, and they can check it whenever and wherever.  You can also recommended a toodledoo or notes for reminders on tasks.

 

  • Paper is a reality for college kids.  Help them set up a small filing system in a file box for their important papers such as enrollment documents. Encourage them to pay bills online  and use ways to eliminate paper as much as possible. For their class notes and more, what will work best for them? Spiral notebooks, pads, or ??? As long as their system works, that is what is most important.

 

  • The realities of dorm living mean two kids in a space about the same size as their bathroom at home.   Consolidating, communicating and coordinating are key components to getting along in a small space.    Encourage your student to do all of these in a positive, open and honest way for sharing a living space.  Storage is always at a premium.   Look for creative ways to maximize the space you have and use labeled uniform bins to store less frequently used items.

 

  • Encourage your kids to rely on their strengths and core values. They are entering a time when there is a lot of new information and lots to think about.  When they rely on their true strengths, they are most comfortable with their decisions.  Core values like tenacity, honesty, creativity, and determination all make for college success.

 

  • Keep communication going with the home front. Our kids will “fondly” remember that Sunday was the day to call home!  Having one day to be sure to touch base, even in this time of texting, makes it a little easier on everyone.

 

  • Parents can forever seem like worriers, but encourage them to keep safety in mind.  Have a flashlight, jumper cables and a real first aid kit in their car.  Just in case!

How is your organizing coming for your best college year yet?

10 Timely Tips to be on Time

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time management tips

 

We have the best of intentions on timeliness.  We want to be on time. We don’t want to wait.  But even in the best of cases, we slip up over and over again.

 

1.  Set all your clocks using a standard, such as your phone, the radio or the television.   With all the same time, there is no question about what time you are leaving your home or office.

2. Know how long it takes to travel to your destination, and then add on 15 minutes.  We all acknowledge Murphy’s Law, that things tend to go wrong in the best of cases. Adding a little buffer time in makes it easier to be on time.  Traffic and weather are not in our control, so make a plan that gives way to potential situations.

3. Establish a routine for self care includes sufficient time to dress, shower and get out of the house.   If it really takes an hour to get ready, be sure to give yourself an hour to get ready.

4. Be mindful of where you time lapses occur.  These are the tasks that make you late, like drying your hair, picking out your clothes,  not having gas in the car.   Awareness of where the obstacles are makes for big change.

5. Set a boundary for last minute tasks just before leaving.  You probably can’t take that last phone call, read that last email or do that one last thing.

6. Be prepared if you are early. Have a fun magazine in the car you never get to read.  Make a list of phone calls to do if you are early. I use that time to confirm appointments.

7. Give yourself space if you are not on time.  Call your person and tell them you will be late so they can use the time wisely too.

8.  Have a mindset of preparation for a busy day. Set your clothes out the night before, get your bag packed and by the door, and have your phone charging to you are read to go.  Check your calendar the night before to know your schedule for the day.

9. Use an alarm to give you a 15 minute warning before leaving.  Our kids to better when we give them a 15 minute warning and using this strategy for ourselves makes life easier too.  If others make you late, give them a 15 minute warning.

10.  Getting to be timely takes time and practice.  Give yourself the gift of being good to yourself if you have a few “oops” days.  Get back on track right away and make a mental note of where things went off track.

What are your tricks to be on time?  It takes being aware of the challenges of timeliness each day to be sure you are on time.

Transition to Fall: A Two Part Decluttering and Design Workshop

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Kingwood Library

August 30 from 1- 2:30 pm

After the summer heat, we are all looking forward to transitioning to cooler weather and fall gatherings in our homes. Make a difference in your home this fall! On August 30, from 1- 2:30 pm, Join Certified Professional Organizer and Family Manager Coach Ellen Delap for Transition Into Fall: Easy Eliminating and Closet Consolidating. Learn easy ways to eliminate clutter, consolidate for storage and stay organized in your home. Ellen will share tips on making the most of your time spent decluttering and organizing. Also join Author, Speaker, and Interior Decorator, Leslie Sarmiento, owner of Decorating Den Interiors, for Transition Into Fall: Ease Out of Your Decorating Comfort Zone. She will be presenting the elements of the Transitional Style of Decorating and the 5 simple steps you can take to create a fresh, new look for Fall. Learn more about Ellen at www.professional-organizer.com or on Facebook at EllenDelapProfessionalOrganizer. Learn more about Leslie at www.LeslieSarmiento.com or on Facebook at www.Facebook.com/DesignIdeas.

10 Easy Eliminations

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10 easy eliminations

 

Ready to make a big break in decluttering?  Not sure where to start?  Sometimes it is best to start with the easy eliminations to make a quick visual and emotional difference.  Choose a few that are really easy for you!  Here are 10 easy eliminations for your home or office.

1. Boxes

I find that families keep toy boxes, shirt boxes, shoe boxes and boxes galore!  Now that boxes are free at the post office for shipping, keep only a small number of different size boxes for mailing.  If you think you may return a product, keep the box only until you have confirmed your decision.  Only keep 2 of those shoes boxes for upcoming school projects please!

2. Tee shirts

Each race we run, vacation bible school we attend, and school alumni celebration adds to our tee shirt collection.  It is time to pare down to a number that can fit in a drawer or hang in a section of your closet.  What number depends on you.   A memory quilt is a good next step if you are not ready to part with these.

3. Ball caps

We all have our favorite!  Pull a few together, hang them in an easy access space, and part with the remainder.

4.  Single use kitchen items

Some of the least useful are often the most space hogging items!  If you have more than one miscellaneous kitchen drawer, go through and pare down to one drawer.  In the newly empty drawer you can fit hand towels or pot holders.   When was the last time you used that breadmaker, fondue pot, or air popcorn popper?

5. Toys that your kids have outgrown.

Our kids are blessed with an abundance of toys.  Keep a few that you consider to be keepsakes.  Ask you kids to be a part of the decision making process. Donate to local philanthropies to make a difference.

6. Cookbooks

Who doesn’t want to have a wonderful home cooked dinner on the table? But having more cookbooks than needed does not make you a better mom or an Iron Chef.  Pare down to what you really love and use.  Think about using allrecipes.com or the internet to find recipes too.

7. Extra towels

You get new towels, but the old ones are put in the back of the closet or in the garage.  Keep a few for those big spills, a few for padding, and move the rest on!

8. Cell phones

Cellphones for Soldiers takes your old cell phone and turns it into a phone card for our service people.  It is free to send it off too!  As soon as you get your new phone, send the old one packing.

9.  Junk mail

Stand over the recycle bin, just inside the garage before you enter the house, and drop in the junk mail.  Right away you feel better!  We are overwhelmed when the mail comes, so just have this baby step as the first step to getting in gear with paper.

10.  Receipts

More than ever, the clerk asks if you want your receipt.  Answer no if it is at Starbucks, at the gas station if you don’t keep a mileage record, at locations with small purchases, and where you think a return is not necessary.  Having fewer receipts keeps them from piling up!

What are the easiest eliminations for you?

 

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Technology Tweaks with Big Organizing Payoffs

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Even the smallest tweak and tip with technology can make a difference.

  • Need to create your grocery list or other list by store? Try the app ziplist for your smart phone. It helps you create a checklist by store. 
  • Use click ‘n ship at www.usps.com.   Get postage online and print it on  your computer! All you have to do is drop it off!
  • Getting lost? Print out your map from google and keep it on the car seat next to you. 
  • Use Evernote www.evernote.com or Dropbox www.dropbox.com to keep up with your ideas and notes. 
  • Use Send Out Cards to send cards and gifts to family, friends and clients.  I joined Send Out Cards because I am passionate about making mail more fun!  Just click on this to send a smile, a congratulations or celebrate an event!  https://www.sendoutcards.com/storefront/ellendelap/
  • Love to try new recipes or looking for old favorites? Try www.allrecipes.com.
  • Keep all your important phone numbers in your phone for easy dialing.

What is your favorite technology tweak?