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Document box checklist

One box, five sections, and scans of everything. Tick each document as it goes in; the tick records what is filed, never the document itself, and nothing you type here leaves this browser.

The guide behind this list: How to organize important documents. Review the box once a year on the same weekend.

Document box

0 of 13 packed. Review the box once a year on the same weekend. From EveryManSkills.

Fire-resistant box or labeled folder
Birth certificate
Passport
Identity cards you rarely carry
Recent tax returns and their records
Current bank and card statements
Car titles and registration
Lease or property papers
Insurance policies: car, renters or home, health, life
Medical records and vaccination history
Scans of every document in an encrypted folder
One-page index of what is where
One trusted person told where the box is

Last reviewed September 28, 2026. First published September 28, 2026.

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