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Planning & paperwork

An important documents checklist for your family

Which documents to gather, how to protect the originals and how to keep copies you can reach anywhere.

By The Family Blueprint · 5 min read

A passport resting on travel papers
Photo: Nicole Geri / Unsplash

In an emergency, or simply when a form asks for a birth certificate, you need to find important documents quickly. Gathering them once and storing them well saves a great deal of stress.

Identification

  • Birth certificates, passports and national ID cards
  • Social Security cards (or your country’s equivalent)
  • Driver’s licenses
  • Marriage, divorce, adoption and custody papers
  • Citizenship or immigration documents

Money and property

  • Insurance policies: home, car, life and health
  • Deeds, mortgage or lease documents and vehicle titles
  • Bank, pension and investment account details (not passwords)
  • Recent tax returns

Health

  • A list of each person’s medicines, allergies and medical conditions
  • Health insurance cards
  • Vaccination records
  • Doctor, dentist and pharmacy contacts
  • Wills, powers of attorney and guardianship arrangements
  • Pet records and microchip numbers

How to store them

Keep originals in a fire-resistant, waterproof box or a safe deposit box. Keep copies in a waterproof bag in your emergency kit and secure digital copies, for example in encrypted cloud storage. Tell another trusted adult where they are.

Review once a year

Update the list when passports are renewed, policies change or a new baby arrives. FEMA’s Emergency Financial First Aid Kit (EFFAK) is a free, detailed workbook for this. For what to keep and what to shred, see what household papers to keep.

Sources & further reading

Adapt these ideas to your household. Organization guidance is general information, not medical, safety or financial advice.

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