Protecting Sensitive Information During Downsizing or Storage

submitted by Spirit & Space Associate Bonnie Harmon

As I’ve been working through storage units, I’ve come across something concerning: boxes and files filled with highly sensitive personal information. Documents containing Social Security numbers, bank account details, or even credit card information are sometimes left behind or forgotten. While it may not seem like a big deal at the time, in today’s world this can be a serious risk.

Why This Matters
Identity theft and financial fraud are on the rise. With just a few pieces of personal data, criminals can open false accounts, access financial resources, or cause long-term damage to a person’s credit and security. Once this information is exposed, fixing the problem can take years and cause unnecessary stress.

Common Mistakes People Make
When downsizing, moving, or clearing out an estate, it’s easy to focus on the bigger items—furniture, keepsakes, or valuables. Paperwork often gets packed quickly into boxes without being sorted. Unfortunately, storage units can be vulnerable, and if sensitive information ends up there, it could fall into the wrong hands.

How to Protect Yourself
Here are a few simple steps to keep your information safe:

• Sort before storing: Take time to go through paperwork carefully.

• Shred, don’t store: Shred old documents with personal information instead of placing them in storage.

• Use a lockbox or safe: If documents must be kept, secure them in a fireproof safe or safety deposit box.

• Go digital when possible: Scan important records and store them securely online with password protection and backup.

Final Thoughts
When you’re downsizing or moving, protecting your personal information is just as important as deciding what furniture or keepsakes to keep. By handling documents carefully, you’re not only protecting yourself but also giving peace of mind to your family.

If you’d like guidance during your downsizing process—or help identifying what should be saved, shredded, or secured—our team is here to help.