Yesterday I did a little bit more decluttering of old papers in my office. Going forward I'm thinking of trying to just scan any papers I want/need to save and then throwing out the paper. I have a nifty scanner and my computer backs up to the cloud regularly. No reason to even have most of the paperwork I do have in my desk and storage bins. I just need to figure out a good way to organize the folders on my computer so I can find what I'm looking for if/when needed.
I might even try to scan some old folders in my filing cabinet. Most of it is all old tax returns! I do have the returns saved, too, on my computer, for many past years, but not the supporting paperwork. I think I may try scanning one years folder and see if it's easy to do. Then shred the folder. Plus, some of it is more than 7 years old and I should just be able to shred anyway, as it's past audit timeframe.
I just pulled a large group of folders out - so far it's tax returns and FAFSA college stuff from 9-10 years ago. No need/reason to keep any more. I got on a roll with the big stack and now have a big pile to just go in the garbage and another smaller pile to get shredded, as the stuff has ss#'s on it. I've now shredded half of it.
And I came across something interesting, that I didn't remember being done. It was a copy of DPOA for my mom, from 2013, where she listed me as DPOA and my step brother as secondary, if I was unable. I don't remember this (this is when our son went off the rails and we were consumed by that), but it was obviously at the same time (about a year after my step dad passed) she had me go with her to her bank to add me to her accounts, added me to her retirement/investment account and gave me a copy of her new will (where she had me at 100%). She must have given me the DPOA copy at the same time. Huh. So, when someone gets revoked as DPOA you are required to send them a certified letter, yet it 2018, when step brother and her BF got her to change everything, and gave him DPOA, I was not notified. When we changed it from him to me, back in 2019, we sent him a notarized and certified letter revoking it. Just another thing that convinces me they did this behind my back.
My mom was very organized with her papers, so she would have had this DPOA with her will and paperwork when her BF and my step brother got involved, not to mention her attorney, who changed her will, would have had copies of what she had previously done in 2013. I think it was the same attorney, but I'd have to go through what I have to see. It's also likely that attorney did do up a revocation letter to remove me, but that step brother did not send it.