Track every important document in one table — physical location, digital backup, last reviewed date, and expiry.
| Document | Category | Physical location | Digital backup | Last reviewed | Expiry | Notes |
|---|---|---|---|---|---|---|
| Identity | ||||||
| Passport | Identity | Expiry date on document | ||||
| National ID / driver's licence | Identity | |||||
| Birth certificate | Identity | No expiry | ||||
| Marriage / divorce certificate | Identity | No expiry | ||||
| Legal | ||||||
| Will | Legal | No expiry | ||||
| Power of attorney | Legal | |||||
| Advance medical directive | Legal | No expiry | ||||
| Property | ||||||
| House deed / title | Property | No expiry | ||||
| Mortgage agreement | Property | |||||
| Current lease agreement | Property | |||||
| Vehicles | ||||||
| Vehicle title | Vehicles | No expiry | ||||
| Vehicle registration | Vehicles | |||||
| Insurance | ||||||
| Life insurance policy | Insurance | |||||
| Health insurance card | Insurance | |||||
| Finance | ||||||
| Tax filing (most recent) | Finance | Annual | ||||
| Bank account list | Finance | Update as needed | ||||
| Investment account statements | Finance | Annual | ||||
| Health | ||||||
| Vaccination records | Health | Varies | ||||
| Prescription list | Health | |||||
| Emergency information sheet | Health | Review annually | ||||
| Additional documents | ||||||