Organizing to downsize

By Jennifer Underwood, Realtor, ABR, CRS, SRES

February in Northeast Ohio is hardly considered an outdoorsy person’s dream. While we are hunkering down, making the most of indoor activities and decluttering our homes, why not cross “organizing and downsizing your personal documents” off your to-do list?

This is a task that can seem stressful, but it’s important for your peace of mind.

I recommend people create a “first needs file” and an “important information sheet” and let a family member or trusted friend know where you keep it, preferably in a home safe, fireproof box or bank safety deposit box.

First, start by gathering your important information and documents. These items may include:

• Social Security card
• Bank records
• Tax returns
• Education or military service records
• Keys
• Combinations
• Passwords
• Stock certificates
• Title and deeds
• Group membership cards
• Bonds and insurance policies
• Bills and credit cards
• Birth certificates, marriage and divorce records
• Employment records
• Passport/state ID card
• Will and testament, attorney contact information

Your important information sheet should include your passwords, account numbers, list of banks and more. Why not let me help you through every step of the process?

Jennifer Herron-Underwood works at the Howard Hanna Real Estate Services Offices at 2055 Crocker Road, Suite 101, in Westlake. She sells homes in Lorain, western Cuyahoga and Medina counties. Call her cell at 440-371-2862 or visit JenniferHerron.com for more information.