Welcome Guide
The Paper Fix course is designed to help you simplify your records, reduce stress, and create a legacy that’s organized and accessible.
You can work through the three modules at your own pace.
By following step-by-step instructions, you’ll learn how to:
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Manage your paper records
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Secure the records that matter most
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Ensure your family can easily access your documents when the time comes
How This Course Will Help You
Each module is carefully crafted to guide you through the process of organizing your paper records, safeguarding what matters, and creating a personal archive that your loved ones can easily manage.
You’ll gain confidence in your ability to:
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Set up and maintain an efficient, clutter-free records management system
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Safeguard important and sensitive documents
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Manage your papers with simple routines that fit into your busy life
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Share your organized system with family members and trusted individuals to ease their future responsibilities
Module 1: Set Up Your Records Management System
Start Your Journey to Organized Records
In this first module, you’ll take control of your incoming records and create a streamlined system that works for your unique needs. Whether your papers are stuffed in kitchen drawers, stacked in the home office, or tucked away in old filing cabinets, you’ll learn how to organize everything in a way that reduces clutter and stress.
Key Topics
Design a Clutter-Free Intake System:
Set up a simple, effective system to handle incoming records and keep your home tidy.
Create Consistent Routines:
Establish daily, weekly, and monthly routines to stay on top of your records and reduce stress.
Resources Included in Module 1:
Welcome Guide
Goal-Setting Worksheet
The Paper Pipeline organizing system
Module 2: Organize and Maintain Your Records
Take Control of Your Records and Maintain Organization
In this module, we’ll focus on tackling any backlogs of paperwork, safeguarding your vital records, and ensuring your system works for the long term. By the end of this module, you’ll feel confident that your important documents are secure, organized, and easily accessible.
Key Topics
Establish Your Active and Long-Term Filing System
Organize current and future documents to ensure they are easy to access and always in the right place.
Tackle the Backlog
Sort through piles of accumulated papers, decide what to keep, and securely discard what you no longer need.
Retention Periods
Figure out how long you need to keep financial, employment, tax, health records and other important documents and when you need to destroy them.
Resources Included in Module 2:
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Easy Filing Guide
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Backlog Action Plan
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Retention Schedule Template
Module 3: Securing and Sharing Your Legacy
Preserve Your Legacy and Share It with Your Loved Ones
In this final module, you’ll focus on securely disposing of outdated or unnecessary records, preserving vital documents, and sharing your records management system with your family. This module ensures that your legacy is clear, accessible, and understood when it matters most.
Key Topics
Archiving Vital and Legal Records
Discover how to preserve essential documents for future generations.
Secure Disposal of Unnecessary Records
Learn the best practices for safely disposing of records you no longer need.
Make It Shareable
Create a guide to your records for your family, so they can easily find the right documents when they need them.
Resources Included In Module 3:
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Archival Records Storage and Destruction Guide
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Security Tips
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Legacy Information Workbook
Downloading the Course Resources
Throughout this course, you’ll have access to various resource files designed to help you set up and maintain your records management system. These include worksheets, guides, checklists, and templates.
To download these resources to your computer:
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Decide where to file your course resources on your computer or cloud drive and create a digital folder called “Paper Fix Resources”, or similar name so you can easily access them as you progress through the course.
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Go to the Resources section of each course module.
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Click on the Download button under each resource.
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Save the files to the “Paper Fix Resources” folder on your computer.
Having these files saved on your computer will allow you to refer back to them as you continue to organize your records and stay on track with your goals.
Getting Help Along the Way
If you have any questions or need assistance at any point during the course, you’re not alone. We are here to support you!
Course Support and FAQ: If you encounter any issues or need clarification on any topic, feel free to reach out to our support team. We’ll do our best to help you resolve any problems or concerns.
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Check out our FAQ and Course Support page for answers to common questions.
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We want to ensure you feel confident and supported every step of the way.
Anney Ardiel Consulting 