The safest place for you, friends and family to store your most important documents
Everything - marriage records, social security and financials for retirement, property records, credit reports and more - when it's needed.
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Have you ever put important documents — like passports, statements for retirements, credit reports, warranties, or a birth certificate — in a “special place,” but you had no idea where you could have possibly put them?
Have you ever lost important files in a flood or a fire?
Have you ever had to search for, or sort through, the files of a loved one who’s passed away?
SafelyFiled is the solution we’ve all been waiting for
It takes so much time to organize and keep track of important documents. It’s even more confusing now that some files come to us in digital form and others on paper. No matter how organized you may be, if something happened to you, could your children or spouse find all those records you carefully organized? If your home were destroyed, would your home inventory be available for insurance claims? Could you recreate your financial and legal life? Or would it be like starting all over again?
SafelyFiled is the one truly safe place for all your important documents — a place that can’t be destroyed, and a place you can’t lose. It’s a place that you can share with trusted friends and family members or advisors in the event of an emergency.
And SafelyFiled is for busy people who want to get or stay organized. With our easy-to-use, patent-pending design, you can upload files and organize them right away, or just upload them in a "To be Filed" folder so you can organize them on a rainy day. Or never organize them, if you’d prefer!
No matter what your foldering skills or tastes, your important documents will always be there in one, secure place. A place you can get to from anywhere in the world.
SafelyFiled is smart
SafelyFiled can remind you, friends and family when warranties are expiring or when payments are due. Every document can be tagged with searchable keywords you’ll remember, making it so much easier to find things when you need them.
And you can share limited-access logins with anyone you trust — letting them view specific kinds of files or folders, all completely under your control. If you really trust someone, you can even let them upload files for you, or reorganize the files you already have uploaded.
What kinds of files and documents should I store at SafelyFiled?
Anything you want of course, but here’s a very short list to get you started — a list of documents that almost everyone might have:
Insurance policies
Medical records
Contracts
Auto loan
Warranties
Receipts
Mortgage
Stocks
Mutual fund lists and statements for retirements
401k reports
Passports
Birth certificates
Birth certificate
Immunization records
School records, transcripts
Awards
List of activities that might be useful for college admissions
List of travels that might be useful for college admissions
Sports awards
Letters of recommendation
ACT and SAT results
Letters of acceptance or rejection from colleges
Job records, including performance evaluations
Tax records
Insurance policies
Medical insurance cards
Home inventory
Car titles and registration
Mortgage documents
Other loan records
Warranties — you can set a reminder before they expire
Receipts for important items
Tax deduction receipts
Tax returns
Credit card information
List of passwords
Passport copies
Property appraisals
Plats of survey
Bank records
Pension statements
Wills and living wills
Insurance policies
Medical insurance cards
Home inventory
Car titles and registration
Mortgage documents
Other loan records
Warranties — you can set a reminder before they expire
Receipts for important items
Credit card information
Passport copies
List of passwords
Tax deduction receipts
Tax returns
Property appraisals
Plats of survey
Bank records
Pension statements
Wills and living wills
Instructions in the event of death or disability
Letters to children and grandchildren
Insurance policies
Medical insurance cards
Home inventory
Car titles and registration
Mortgage documents
Other loan records
Warranties — you can set a reminder before they expire
Receipts for important items
Credit card information
Passport copies
List of passwords
Tax deduction receipts
Tax returns
Property appraisals
Plats of survey
Bank records
Pension statements
Wills and living wills
Instructions in the event of death or disability
Letters to parents, friends, nieces and nephews
Letter of Employment
College transcripts
Records relating to retirement benefits
School's salary schedule and yearly salary notice
Letters of praise or reprimand
All evaluations
Job-related seminars, workshops of conferences you attended
Accounts of conferences arising out of your employment
Proof of membership in associations
Job history
Employment contract and any supplements
Sick leave records
Copies of work schedules, job description and assignments
Correspondence to or from your employer
Awards, honors of commendations
Letters to an from students and parents
Written of any incidents which may increase liability, such as disciplinary actions, accidents, etc.
School policies on discipline, corporal punishment, etc.
Letter of Employment
Transcripts from educational institutions.
Records relating to retirement benefits
Notice of salary changes
Bonus records
Letters of praise or reprimand
All job evaluations
Job-related seminars, workshops of conferences you attended
Accounts of conferences arising out of your employment
Proof of membership in work-related associations
Job history
A list of major projects you've worked on or managed
A list of publications or public appearances related to work
Employment contract and any supplements
Sick leave records
Copies of work schedules, job description and assignments
Correspondence to or from your employer
Awards, honors of commendations
Complimentary or complaint letters form customers
Written of any incidents which may increase liability, such as disciplinary actions, accidents, etc.
Company policies on safety, discrimination and harassment
Your past and current résumé's
Practice organizational documents
LLC, PC or LLP agreements
Loans and other financial transactions
Transcripts from educational institutions.
Continuing education records
Records relating to retirement benefits
Notice of salary / withdrawal changes
Bonus records
All job evaluations, yours and those you conducted for other members of your practice
Job-related seminars, workshops of conferences you attended
Accounts of conferences arising out of your practice
Proof of membership in professional associations
Job history
Documents relating to major studies you've worked on or managed
A list of publications or public appearances related to your practice
Employment contract and any supplements
Sick leave records
Copies of work schedules
Correspondence to or from your employer
Awards, honors of commendations
Complimentary or complaint letters form patients
Written reports of any oral instructions from patients or their family members
Hospital and practice policies
Your past and current CVs
Documents for Parents and Grandparents
Managing a family can be like managing a business. You have records to maintain, contracts to enforce, finances to attend to and people who depend on you. But unlike a business, you can't just focus on quarterly results. You need to consider the long term and plan 20 years down the road.
If you have children, you need to maintain records from the time they were born until they are out of college. Records for 2 or more children over a twenty-plus year period are hard to organize and even find. Especially since some records, like a birth certificate, you need to present only once a decade or so.
And you have your own records. Your employment records are important, as are your insurance policies, an inventory of your home, your will, and tax records.
Here are some documents that you may want to consider putting in your SafelyFiled account.
For your children
For yourself
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Documents for Seniors
If you've ever handled the estate of one of your parents, then you know how important it is to be able to quickly find important documents like wills, pension records, 401k records, mortgage statements, car titles, and insurance policies.
You want to make sure your spouse or children can find any document they may need and retrieve it when they need it. Here is list of some of the documents you may want to store in SafelyFiled.
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Documents for Singles
If you are on your own, you may have a special need for SafelyFiled. You probably value your privacy, but in the event something happens to you, like a long illness or death, or even if you go on a long trip, you still may have people in your life who need to know about your important papers — but not yet.
In our next release, we will be automating a way for you to give someone access to your papers in the event of an emergency. In the meantime, if you are away from home, there may be no one to get an important document you might need. With SafelyFiled, you can store all of your important documents. No matter where you might be in the world, you can get to those documents anywhere that has an internet connection.
SafelyFiled also makes it easy for you to organize your life. Having all your important stuff in one place, along with reminders as to where you put the originals, a document search capability and a flexible folder structure gives you one less thing to worry about. Besides, with SafelyFiled you can pass on some of your organization work to other people. Just give your insurance agent or tax preparer access to some of your folders or documents and let them do your filing for you.
Depending on your age and circumstances, you may want to consider the following documents.
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Documents for Teachers
Protecting your job, making sure you are being fairly treated, and defending yourself against any liability claims frequently require that you be able to produce a number of documents. You may need documents you received 25 years ago, and remembering where you put them can be a challenge. With your busy schedule, it's hard to keep track of all the documents and be able to produce them instantly. SafelyFiled helps you get and stay organized.
Here are some documents that a major teachers' association recommends you maintain.
With a SafelyFiled account, you can easily have up-to-date, organized, and searchable records. We made it as easy as possible for you to protect your key documents and records.
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Documents for Employees
Protecting your job, making sure you are being fairly treated, and protecting yourself from wrongful termination or disciplinary actions frequently require that you be able to produce a number of documents. You may need documents you received 25 years ago, and remembering where you put them can be a challenge. With your busy schedule, it's hard to keep track of all the documents and be able to produce them instantly. SafelyFiled helps you get and stay organized.
Here are some documents that a major teachers' association recommends you maintain.
With a SafelyFiled account, you can easily have up-to-date, organized and searchable records. We made it as easy as possible to help you advance your career and protect yourself.
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Documents for Medical Professionals
As a medical professional, you may face significant issues relating to legal liability and have continuing education requirements. You may publish articles or participate in research. If you are employed, you need to protect yourself as an employee. If you own your practice, alone or in conjunction with others, you also have many documents that need to be saved and preserved.
While your practice has a medical record retention policy and your attorney or accountant may help you with many of the non-medical documents, there may be some that you make a mental note of that may be important, like an unusual email or notes on a visit or encounter with someone outside of the office. Or, you may just want to have some records for yourself.
You may want to consider using SafelyFiled for the following documents:
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