For Online and Physical Filing:
(Paperwork)
Critical Records:
- Identity Documents
- Insurance Policies
- Taxes
- Titles and Deeds
- Trusts
- Vital Documents (Vital Documents can be all those passwords and logins!)
- Home
- Medical (Doctor Visit summaries)
- Memories (Photos, Children School Projects, etc.)
- Receipts and Warranties
- Family Wellness (Time management, Exercise, Grief, etc.)
- Retirement Accounts
- Brokerage Accounts
- Educational Accounts
- Bank Accounts
- Airline Mileage
- Social Security
- Investment Projects
- Business
- Home Maintenance Expenses
- Medical Expenses
- Auto Expenses
- Credit Cards
- Mortgage