Streamlining Family Travel with Checklists

We are moving on to the questions about paper management. You become responsible for more paper as you get older. It starts with car titles, insurance, and institution degrees. Then you graduate to information about your health, your home, and your growing family. Before you know it you may be caring for a parent or settling an estate. How do you control all the paper?

Financial Binder 

The Paper Solution has two steps to it. There is the great sort. You may need Sunday Baskets® to initially sort paper into according to which binder you will be placing it in. You will feel more confident knowing what paperwork you have, even though it’s not in binders yet. And then there’s placing all those papers in the appropriate binder. The first question was a little bit of a heavy one asking about filing personal papers for the event of your passing. It was easy to answer though, make sure you have a financial binder filled out. I created the Financial Binder after settling my dad’s estate. There were so many things I didn’t know I needed and I wanted others to know when it is time for them to settle an estate. 

I was stumped when asked about a loved one’s social media. Anna mentioned she discovered that you can designate someone as your custodian upon death. And she’s seen accounts that indicate the person has passed. Check your social media settings.

Completing the binders can be a huge gift to your future self but can feel overwhelming today. Just set aside 15 to 20 minutes a day or extend your Sunday Basket® processing time. You probably need roughly 120 hours to get through all of the paper and set up your binders. A good cheat is to attend a paper retreat here at Organize 365® or at any of our certified paper organizers retreats. You can get roughly 40 hours of work completed by attending. You may find your to-do list growing as you fill in the binders. So set yourself up to complete tasks from anywhere. That’s why I set it up in a basket, so it was portable. Switch your mindset to think of what you can do in the places you go so you can be the most productive in completing this gift to your future self. 

This could be your plan B too for days you need to pivot. If you normally care for your child or parent and a doctor visit gets changed or your loved one is not feeling well, you could paper sort in place of those activities or at those activities. You never know how the day is going to go when caring for others. You could also be enjoying these summer days and paper sorting could be saved for rainy days. It’s a small shift in mindset of when and how you can get this paper under control. 

Medical Binder

“How much detail should go into the medical binder?” I have found it useful to have past blood work, tests, and any letter from a doctor regarding special permissions for a prescription or procedure. I gave three situations where without my medical binder, the course of treatment would have included medicine but due to paperwork I had, the course of treatment changed.

The Value of a Checklist

One person wrote in saying she spends a few weeks in Mexico every summer and how could she better plan for it. Good ole checklists. You create a checklist and each summer just update the list according to any changes in growth or what you need when away from home. You can store it in the Household Operations binder until you need it, update it, and place it back in the binder till next time.

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