Households accumulate dozens of critical documents over time — passports, birth certificates, tax returns, insurance policies, property deeds, medical records. Without proper organization, finding them when needed becomes stressful and time-consuming.
Categorized Storage
Documents organized by category: ID, financial, property, medical, insurance, legal
Expiry Tracking
Automatic alerts when passports, licences, insurance policies, and certifications need renewal
Secure & Encrypted
AES-256 encryption keeps sensitive documents private and secure. Accessible only to you.
Emergency Access
Find any document in seconds when you need it. Share securely with family members or advisors.
Keep these documents organized, secure, and accessible.
Passports, driver's licences, birth certificates, Social Security/IRD/Tax File Numbers, citizenship/naturalization papers
Tax returns (7 years), bank statements, investment accounts, retirement/pension statements, loan documents
Deeds/mortgage papers, lease agreements, property surveys, home improvement records, appliance warranties
Health, life, home, auto, travel insurance policies, claim records, agent contact information
Vaccination records, prescription lists, medical history, test results, specialist reports, advance directives
Registration certificates, titles, insurance cards, service records, warranty documents, purchase agreements
How long to keep different types of documents:
Keep 7 years (Australia/Canada/NZ), 6 years (UK), 3-7 years (USA depending on situation). Supporting documents same period.
Keep indefinitely while you own the property. After selling, keep 7 years for tax purposes.
Keep current policies plus 3 years after expiry. Life insurance policies keep indefinitely.
Keep indefinitely, especially vaccination records, major procedures, and ongoing conditions. Children's records until age 21+.
Everything you need to know about document organization
Birth certificates, marriage certificates, divorce decrees, naturalization papers, military discharge papers, paid-off property deeds, life insurance policies, and children's vaccination records should be kept indefinitely.
Australia/Canada/NZ: 7 years. UK: 6 years (12 years if self-employed). USA: 3-7 years depending on situation (7 years if claiming loss from bad debt). Keep supporting documents same period.
Both. Store originals in a fireproof safe or safety deposit box. Keep encrypted digital copies in Life Admin AI for everyday access and as backup. Some documents (like property deeds) may require originals.
Shred anything with personal/financial information you no longer need: old credit card offers, bank statements beyond retention period, expired insurance cards, medical bills after insurance pays, pre-approved credit offers.
Life Admin AI provides secure, encrypted storage for all your important documents with automatic categorization, expiry tracking for time-sensitive documents, instant search and retrieval, and secure sharing with family members or advisors.