The best place to keep your most important life documents

SafelyFiled is a fast, easy, and super-secure system for file organization, designed so that you and your loved ones can find everything — neatly filed — when it’s needed. Just drag snapshots or PDFs into your account window. Try it risk-free with a 30-day money back guarantee!

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  • 2 Organize

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Have you ever put important documents — like passports, warranties, or a birth certificate — in a “special place,” but when you needed them months or years later, 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 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 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

  • Contracts

  • Auto loan

  • Warranties

  • Receipts

  • Mortgage

  • Stocks

  • Mutual fund lists and statements

  • 401k reports

  • Passports

  • Birth certificates

  • Medical records

Documents for Parents

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

  • 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

For yourself

  • 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

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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.

  • 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

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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.

  • 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

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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.

  • 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.

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.com helps you get and stay organized.

Here are some documents that a major teachers' association recommends you maintain.

  • 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

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:

  • 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

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