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When you need a passport, an insurance policy or the car title, you need it now. Here is a checklist of the documents worth organizing and a simple way to keep them findable.
The Manny team - Updated October 2026 - 6 min read
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In short
| Category | Documents |
|---|---|
| Identity | Birth certificates, Social Security cards, passports, driver's licenses |
| Home | Deed or lease, mortgage papers, home or renters insurance |
| Car | Title, registration, auto insurance |
| Money | Recent tax returns, account list, retirement statements |
| Health | Insurance cards, vaccination records, prescriptions |
| Family and legal | Marriage certificate, wills, powers of attorney, life insurance |
There is no perfect folder list. Start with the categories above, then shape them around how you think: some families prefer one folder per person, others one per topic. Fewer folders you actually use beat a detailed system you abandon in March.
Your folders, filled automatically
Create the folders you want. Scan a paper or connect your email, and Manny files each document in the right one and reminds you before it expires.
Should I keep my Social Security card in my wallet?
No. Keep it with your other originals at home and carry it only when you need it.
How often should I review my documents?
Once a year is enough: check expiry dates, replace outdated insurance papers, and shred what you no longer need.
