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Where should you keep your important documents?

Kent — founder, former banking CTO/CIO · August 14, 2026

Where is it?

Ask where your important documents live and the honest answer is usually: everywhere. The passport's in a drawer. Insurance cards are a photo on your phone. Tax records are in email. Account logins are in your head, or a browser, or a note. Nothing is lost, exactly — it's just scattered, and scattered is its own kind of lost the moment you actually need something in a hurry.

It's the same pattern behind why you re-type the same details into every form: your identity is spread across a dozen places, none of which talk to each other. Pulling it back into one place is the fix — for the forms, and for the day someone else needs to find it.

An open document box holding labeled folders on a shelf

The fix

One place, not ten.

Gathering everything into one place isn't about tidiness — it's so "where is it?" has a single answer on the day you need it, and so the right person can find it if you can't.

What to keep

What actually counts as "important"

Four buckets cover almost everything worth keeping.

Identity

Passport, driver's licence, birth certificate, Social Security card, immigration papers.

Financial & property

Bank and card details, insurance policies, the deed or lease, tax records, wills.

Medical

Insurance cards, prescriptions, allergies, an emergency contact, key history.

Access

The logins, recovery codes, and "in case of emergency" details that unlock the rest.

The right place

Three things the right place has to be

A drawer is findable but not secure. A cloud folder stays readable by the company that runs it. A password manager holds your logins but never your passport or insurance card. The place you want has all three at once.

One place

Identity, documents, and logins together — not split across drawers, inboxes, and apps.

Only you can read it

Encrypted so the company holding it can't — zero-knowledge, not "trust us."

Findable by the right person

A clear way in for someone you trust if you can't get to it yourself.

Most tools give you only one or two. A single encrypted vault is how you stop choosing between them.

One place, only you can read it.

Simply Once is a private vault for your identity, documents, and logins — encrypted so only you can open it, ready to fill a form or share exactly what you choose.

Two companion pieces go deeper: how to organize your family's information once it's all in one place, and how to share a single detail without handing over the whole document.

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