Whether you are retired or about to be, let SafelyFiled help you keep your life in order.

If you’re like us, you’ve been filing your papers, financial statements and bills the same way for decades. SafelyFiled respects that. Founded by two 60-year-olds, SafelyFiled lets you file the way you want to and organizes your paper and digital documents in one system.

  • Use SafelyFiled to tell your family (or remind yourself) where your important papers are filed

  • Use SafelyFiled to help organize your family’s important documents, whether in paper or digital form, in one system

  • Keep everything safe from flood, fire or simply getting lost

  • Always available, securely, from anywhere in the world

You can use the best of modern technology to stay organized. SafelyFiled was designed to be easy to use – by anybody!

What Is SafelyFiled?

It’s A New Way to Organize Important Documents

For Today: No matter how well organized you are, it’s still easy to misplace important documents you don’t use often. Upload documents like car titles, birth certificates, warranties, medical, employment, and service records. SafelyFiled's unique design lets you record the location of the original paper documents. And family members can easily find emergency documents like living wills and medical powers of attorney, even if you are vacationing on the other side of the world.

For Tomorrow: No matter how well organized you are, if you become incapacitated or die, your loved ones will still have to figure out what you saved and where you put it. SafelyFiled helps take care of that.

SafelyFiled is the perfect place to store and organize all your important documents online - safely and securely. It is designed for families and takes into account the unique nature of family dynamics.

It’s Easy to Use

SafelyFiled was designed for the average computer user. But in many cases, you may be too busy or have limited access to a computer. So we built the system with the understanding that in many cases a spouse, a trusted son or daughter, or even a financial advisor would be the one who helps takes care of important matters. With drag and drop uploads, mobile phone uploads and a clean, intuitive design, anybody can learn to use SafelyFiled in minutes. And you will always be in the loop. Our patent-pending system lets you or your family members easily record the locations of originals and if you want, duplicate your existing filing system. It also lets you and your loved ones send automated reminders about events like warranty expirations, license renewals and tax, legal or financial reviews.

Are you Sandwiched?

Taking care of elderly parents. Many of us nearing or in retirement are taking care of elderly parents. Use SafelyFiled to store your parents’ medical records and directives, financial statements and important papers. And, you can share those documents with your siblings if you want. That way everybody can always know what’s going on and easily coordinate care.

Helping out your high school and college students or graduates. As they get organized to go to college or look for jobs, they need copies of important documents like birth certificates, transcripts and letters of recommendation and personal essays. Things get lost when they move to and from school or to a new place. Let them have their own folder in your SafelyFiled account – no extra cost – and they’ll have what they need when they need it.

What about Security?

We are more secure than your own computer. We designed the security first and then built our system around it. We scan your documents for viruses before they get uploaded and stored. Sophisticated computer hackers have been known to take over personal computers and from there get access to bank accounts. We actually recommend that after you store your documents in SafelyFiled, that you wipe them from your computer so a thief can’t get to them. Think of SafelyFiled as a highly secure safe deposit box.

All your documents are encrypted in both transmission and during storage. And we know where they are stored – not in some nebulous “cloud” but at the highly secure Amazon Web Services facility in Virginia, with back ups in other secure locations.

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Talk to our team.

Give us a call, or . A member of the SafelyFiled team can help you with any questions you may have before getting started!