File Naming That Saves Future-You (Simple Conventions)
Why File Naming Matters
When you’re storing important documents for your family or future advisors, how you name those files can make the difference between quick access and frustrating confusion. A clear, consistent naming convention saves time, reduces mistakes, and ensures your loved ones can locate the right documents without stress.
Core Principles of a Good Naming System
- Be consistent. Decide on a format and stick with it.
- Make it human-readable. Avoid codes only you understand—future-you (and your family) need clarity.
- Include dates. A simple YYYY-MM-DD format keeps files sorted in order.
- Identify the owner or subject. Add names when multiple family members are involved (e.g., “John-Doe_InsurancePolicy_2023-04-15.pdf”).
- Keep it simple. Limit to 3–4 key elements: [Name][DocumentType][Date].
Examples of Clear File Names
- Mary-Smith_Passport_2019.pdf
- John-Doe_Will_2024-06-01.docx
- Family_TaxReturn_2023.pdf
How Family Harbor Fits In
Family Harbor’s master Google Drive folder already gives you a structured place to store your files. By applying these naming conventions within that structure, every document stays aligned with your legacy plan. Each subfolder includes a “Read Me” guide with tips on what belongs there—adding clear file names is the final step that ensures your checklist, your storage, and your family are all in sync.
Checklist for Your Naming Conventions
Decide on your standard format (Name + Document Type + Date).
Apply the same system across all Family Harbor folders.
Review old files and rename them for consistency.
Communicate your system to your family or advisor.
Future-You Will Thank You
A simple naming convention feels small now, but it will pay off enormously when you—or your loved ones—need to find crucial documents quickly. Family Harbor makes sure the structure is in place. Clear file naming makes that structure work seamlessly.