Personal Template

You should preserve and organize digital records for yourself and other family members. Important personal assets can include:

  • Education records, notes, and transcripts.
  • General records such as birth certificate, social security card, scanned passport, will, etc.
  • Job details including a spreadsheet or other document with past job details (dates, responsibilities, pay details, employer contact information, etc.).
  • Medical details, records, and notes.

Here is a very basic asset template. You can use this as a starting point and modify the folder structure to fit your needs.



I have a spreadsheet for job details that I maintain. Having this information in a single location makes applying for jobs MUCH easier. If you have these details in a digital format it save MANY hours when applying for jobs because you can often cut information (such as work responsibilities) from your spreadsheet into the job application.