Creating a Home Filing System



I work with individuals every day who struggle with creating a home filing system. They realize they need to understand and organize their paperwork but they don't know where to begin.

Have you tried to organize home files and failed?

Easy-PIM is an easy, quick, and effective way to accomplish this task and create a workable home filing system.

Why do I think this is so important?

I can tell you many, many stories about people I personally know that has had to deal with problems created because their, or someone they loved, documents could not be found.

For instance,

  • My friend that lost a sister in an automobile accident. He was responsible for “wrapping things up” for his younger sister. But he didn’t know what she had or where it was and his sister had no type of home filing system.
  • Another friend whose mother became critically ill very suddenly. After days in the hospital she had to go and find what type of insurance her mother had, where her father’s military papers were located, and make arrangements with the hospital to finance her mother care. Extremely stressful at a very difficult time.
  • A friend whose father needed to complete a will but was unsure how to guide his dad. Due to this delay his dad died without a will and that lead to months in probate court.
  • A friend whose house burned to the ground. Although he had homeowners insurance the insurance company wanted receipts and proof for what he owned. If he didn’t have them the insurance company would make a settlement offer at ½ the amount that was lost.
  • And then my personal story. My father died before my mother. Unfortunately my mother had never taken care of the finances. She didn’t know where to start. Luckily I did because I had taken the time to learn what I needed to know for when this day came.


Read about issues other people have had like the ones above. Have you had an experience like the ones above? Share your story and how you managed the issue with others. When you share, we all benefit.


Everyone needs to manage their personal and financial documents. Unfortunately, it is very easy to ignore how important this is. Most people just perceive it as more work. I have good news!

It is really quite easy.

To help you with your home filing system, or to help your parents with their home filing system and potential estate planning, I have developed a simple, step-by-step method to conquer your paper monster.

I will guide you through these steps one by one. If you follow this process as it is laid out, you could have all your files organized in a few days.

Ready to get started? Here is the first step.


Need some help getting this done? The Easy-PIM Workbook Series can provide you the simplest, quickest and most efficient way to get your document organized. Don't delay, order the complete set of workbooks for one low price and you can finish this project in a few hours!


Financial Problems Holding You Back?

Are you having some financial problems? During our current economy with home values down, investments down and unemployment high many people are finding they are in over their heads.

If this is you please take a minute to read my discussion on personal finance 101.

There are many suggestions you can use to get your finances back on the right track.

I find that some people have a hard time facing their financial issues. Many times they think if they get "organized" things will be better.

Please know there is hope.



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