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Decluttering Systems

Paper and Document Purge Checklist

Free
16 items
Burn the pile down to a small, organised folder. This free paper and document purge checklist gives you a 16-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
Most paper is rubbish. The keepers fit in one folder.
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What's on the list

  • Gather every loose paper into one pile
  • Sort into shred, scan, file, bin
  • Bin junk mail and old catalogues immediately
  • Bin expired warranties and manuals you can find online
  • Shred anything with personal details
  • Scan tax records you must keep
  • Scan receipts you may need later
  • File current insurance documents
  • File current medical records
  • File current legal documents
  • Photograph sentimental notes and cards
  • Keep one folder for true originals
  • Set up a weekly inbox tray for new paper
  • Process the inbox tray every Sunday
  • Switch bills to paperless where possible
  • Repeat purge once a year

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