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Free Checklist
Family Paperwork Checklist
Every document your household needs, organized by category. Use this checklist to audit what you have and identify what’s missing.
2,400+ downloadsLast updated Dec 2024
8Identity & Personal
8Medical & Health
8Financial
6Insurance
6Legal
7Home
6School & Education
6Employment
Tips for using this checklist
Start with what you use most
Begin by gathering documents you access frequently—IDs, insurance cards, and school forms. You'll feel progress quickly.
Don't try to finish in one sitting
Tackle one category at a time. It's better to fully organize medical documents than to half-organize everything.
Note where originals live
Some documents (like birth certificates) should stay in a safe. Note in PaperPilot where the physical original is stored.
Set a yearly review reminder
Insurance cards, medical records, and school forms change. Schedule an annual review to keep everything current.
Ready to get your paperwork organized?
Save this checklist to PaperPilot and start scanning. Find everything fast, share with a private link.