Do you know where your important life documents are? Your passport, your birth certificate, your insurance. You probably put them somewhere safe, but do you know where that is exactly? 

Could your family find them if they needed to? My guess is, probably not.

Getting these documents organised and accessible might seem like a chore, but it’s a small bit of work to give yourself peace of mind and avoid the headache when an emergency occurs. 

Sound good? Keep reading because today I’m sharing three easy steps to get yourself set-and-forget prepared.

Step 1: Collect Your Important Documents

First things first - gather every critical document. Start with the essentials: birth certificates, passports, tax records, and health insurance. But don't stop there! Consider adding any unique documents that are significant to your life situation. If you’re feeling a bit lost, head over to my website, to download your free "Set and Forget" outline. It's a handy guide designed to ensure you don't overlook any vital documents.

Bonus tip: Don’t forget your furry friends, they have important documents too! Keep their medical histories, vaccination records, and microchip details safely stored alongside your own.

Step 2: Safe and Sound Storage

After you’ve collected your documents, you want to split them into categories of financial, health, legal, and anything else that suits you. To make this extra easy, I’ve just launched specially designed life document folders that come in various colours and feature prompts for you to easily organise.

Once your documents are sorted, you need to ensure they’re stored safely and securely. Consider investing in a fireproof and waterproof safe to protect your valuable information from unforeseen events. It doesn't have to be an extravagant purchase, just remember to measure the safe before purchase, to ensure your folder fits comfortably.

Step 3: Inform the Right People

The final piece of the puzzle? Communication. Make sure that key people in your life know where to find these documents, because there may be times you can’t access them yourself.  Imagine the stress you’re saving them in those urgent situations by simply sharing this vital information now.

 So why not get started with organising today? Visit balanceathand.com for more tools and inspiration. And remember to share your success with me - I love celebrating your accomplishments! Until next time, live your best, balanced life.

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