Getting organized

It's helpful to organize your important papers so you can find them easily. Many financial and legal papers can be kept at home in file folders. Originals of papers that are difficult to replace, such as ownership deeds and stock certificates, should be stored in a safe deposit box.

Print form

Other lists that you should make include the names and telephone numbers of friends and family members and a list of professional advisors (accountant, insurance agent, financial advisor, lawyer, social worker).