This is the nested folder structure in Dropbox / Google Team Drive. Please chime in if you have additional requirements.

  • Program Root Folder
    • Service File Folder
      • Household Member #1
        • Folders for each of Household Member #1’s required documents
      • Household Member #2
        • Folders for each of Household Member #2’s required documents
      • Assets
        • Folders for each Asset’s financial statements (all household members)
      • Debts
        • Folders for each Debt’s financial statements (all household members)
      • Income
        • Folders for each Income/Employment’s confirmation docs (all household members)