We all accumulate important documents throughout our lives. From birth certificates and passports to wills and mortgage agreements, this paperwork holds the key to our financial well-being, legal identity, and even our healthcare.

Losing these documents can be a major headache, and in today’s world of identity theft, protecting them is more crucial than ever. This blog post will guide you through the best practices for storing your documents, both physical and digital, ensuring they’re secure, organised, and accessible whenever you need them.

Categorisation is key

It’s no good hopelessly wafting through countless sheets of paper hoping to find that important document. Organise your documents and papers into different categories and subcategories, alphabetically or numerically, whatever suits you best. Sort each document on each topic with a filing cabinet and you’ll reduce the headaches of losing important information.

Create different folders for different people

For improved clarity and easier access, consider creating dedicated folders for each individual’s documents. This applies not only to wills and financial records but also to medical information or school transcripts. Separating documents by person helps ensure everyone’s information is readily available when needed, saving you time and frustration.

Prioritise protection

Keeping your personal information confidential is paramount. Here’s how to ensure your sensitive documents are protected:

  • Electronic Documents: Always use strong passwords and consider two-factor authentication for added security. Think beyond basic password managers; explore encryption software for extra protection of highly sensitive files.
  • Physical Documents: Invest in a secure lockable cabinet or fireproof safe for crucial paperwork. Avoid storing sensitive documents in easily accessible locations like your desk or wallet.

Create backups

Something out of your control may occur where you lose important documents. It’s always a good idea to create backup copies should something like this occur. Various cloud-based storage software are great ways to electronically store backup documents so you don’t have to worry about physical copies getting lost.

Recycle outdated documents

Over time, we accumulate documents that are no longer relevant. These can be old bank statements, expired contracts, or outdated versions of important files. Holding onto them not only takes up space but can also create confusion if you have both the old and new versions.

To keep your document storage organised and efficient, take some time to review these outdated files. Once you’ve confirmed the information is no longer needed, you can safely recycle them with peace of mind.

Use a storage facility

If you want to go the extra mile in ensuring your will’s safety, Lifetime Solicitors offers safe and secure storage facilities. Your document will be categorised and can be easily retrieved usually within 24/48 hours after request. All documents and wills are fully ensured in the unlikely event they get lost or damaged.

Take charge of protecting your important documents and contact Lifetime Solicitors today to utilise our highly secured storage facilities.