Money and Document Management

Staying organized and asking others for assistance are keys to money and document management. For starters, individuals need to keep important documents in either a safety deposit box or fireproof box at home. Another alternative is to ask an attorney, friend or relative to keep them. You may want to keep copies of some documents in multiple locations for added peace of mind.

Documents that don’t require regular access are better for a safety deposit box and include:

For documents that may require quicker access, use a fireproof box at home. These may include:

There are several different reasons a person may also need assistance with financial management tasks: