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The Complete Family Document Checklist

Dozens of essential documents every family should have organized and accessible. Know exactly what you have and what you're missing.

  • 9 categories covering every document type
  • Print-friendly with checkboxes to track progress
  • Includes digital accounts and emergency prep

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What's inside

When the moment comes — an insurance claim, a school registration, settling a parent's estate — the document you need is never the one you can find. This checklist walks through 9 categories and 71 essential records every Canadian family should keep organized. Use it to audit what you have, spot the gaps, and build a complete family archive.

How to use this checklist

  1. 1Print this checklist, or tick it off digitally.
  2. 2Work through each category and check the documents you already have.
  3. 3Flag anything missing — those are your action items.
  4. 4Keep originals in a fireproof safe or safety deposit box.
  5. 5Store secure digital copies somewhere backed up and searchable (like Archevi).

0 of 71 collected

1

Identification & Personal Records

2

Financial Documents

3

Insurance Policies

4

Property & Assets

5

Legal Documents

6

Medical Records

7

Education & Employment

8

Digital & Online Accounts

9

Emergency Preparedness

Why this matters

Be Prepared

Emergencies don't wait. Know where everything is before you need it.

Stay Organized

Only 52% of Canadians have a will, and far fewer have a complete set of essential documents. Find your gaps.

Find Anything

Once organized, use Archevi to search across all your documents instantly.

Ready to get organized?

The checklist is just the start. Archevi helps you digitize, organize, and search your family's important documents with AI.

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