Most of us know we should have our important documents organized. Few of us actually do. A 2023 national household survey by FEMA found that only 30% of people have their documents ready in case of an emergency.

Personal and identity documents are among the most important files we own — and often the hardest to locate when it counts. Passports, driver’s licenses, birth certificates, Social Security cards, insurance policies, medical records, wills, and estate documents all belong in one secure, accessible place. The right app makes that possible.

We built Quicken LifeHub to solve this problem — and in this guide, we’ll walk through how it compares to other leading apps for digital storage and organization of personal and identity documents in 2026.

What kind of app do you actually need?

Before comparing products, it’s worth understanding what category of app fits the job. People searching for document storage tools are usually considering one of three types:

General cloud storage (Google Drive, Dropbox, iCloud) gives you a place to upload files, but no structure. There are no pre-built folders for IDs or estate documents, no guidance on what to add, and no household-sharing controls designed for sensitive personal documents. Your passport ends up alongside vacation photos.

Digital vaults and document organizers are purpose-built for storing sensitive documents securely. They typically offer better access controls and some organizational structure, but the range of features varies significantly.

Lifehubs go further. A lifehub is a household-level platform designed to organize, protect, and share life’s essential information — documents, IDs, medical records, account information, estate plans, and more. A good lifehub doesn’t just store what you give it; it guides you through what to add and makes it easy to share the right information with the right people at the right time.

For most individuals and families looking to get their personal and identity documents under real control, a lifehub is the right answer. The apps below span all three categories — so whether you want a full household solution or a focused vault for maximum privacy, you’ll find the right fit.

At a glance

Prices are in USD, verified as of May 2026, and subject to change.

AppBest forPriceStorageKey feature
Quicken LifeHubBest overallFrom $1.99/mo30 GBGuided setup + Smart Add ID scanning
TrustworthyAI-powered household automationFree–$40/mo2 GB–UnlimitedInbox Autopilot + AI answers
PrisidioControlled sharing + legacy access$12.50/mo (annual)UnlimitedKeyholder access + activity log
EverplansLife and estate planning guidanceFree–$99.99/yr—Smart planning + checklists
OneDrive Personal VaultMicrosoft 365 subscribersBundled3 files (free tier)Identity-verified secure subfolder
TresoritZero-knowledge encrypted storageFrom $4.75/mo50 GB–4 TBNo-knowledge encryption; European servers
Proton DrivePrivacy ecosystem (email, VPN + drive)Free–$9.99/mo5 GB–500 GBSwiss privacy + open-source audit
NordPassPassword manager + basic document storageFrom $1.49/moVault-basedPasswords, IDs, and documents in one place
FidSafeFree document storageFree5 GBNo-cost, Fidelity-backed vault
IdVaultOffline, no-cloud storage (iOS only)Free + in-appOn-device100% offline, AES-256-GCM encryption

Quicken LifeHub — best overall

Best for: Households that want guided organization, smart document scanning, and precise sharing controls for personal and identity documents

Quicken LifeHub is a purpose-built lifehub — a household-level platform designed from the ground up to organize, protect, and share life’s essential information. It doesn’t simply store what you upload; it guides you through what to add, organizes it into structured categories, and gives you precise control over who can access it and when.

Getting started is genuinely easy

The guided setup walks you through each category — IDs, health records, legal documents, estate plans, insurance policies, and more — with checklists so nothing gets overlooked. The mobile app’s Smart Add tool makes digitizing identity documents fast: point your camera at your driver’s license or another ID, and LifeHub captures the information automatically. You can start with just what’s in your wallet and build from there.

Smart folders for everything that matters

Quicken LifeHub comes with pre-built smart folders organized around the categories you’d actually need — IDs, Tax Prep, Pet Care, Health, Legal, Estate Planning, Travel, and more. Each folder includes a checklist of suggested items. You can customize existing folders or create new ones as your household’s needs evolve. Any document added can be linked across multiple folders, so a health insurance card appears in both your Health folder and your Insurance folder without duplicating the file.

Sharing designed for real families

Quicken LifeHub supports four roles within a household:

  • Owner — Full account control, manages the subscription, and can sync data from Quicken financial tools
  • Co-owner — Can do everything the Owner can, except manage the subscription or link Quicken files to LifeHub. In an emergency, the Co-owner can assume full control of the account. Only one Co-owner is permitted.
  • Editors — Can view, add, edit, and delete items; cannot invite or manage other members’ permissions
  • Viewers — Can view only the categories and folders the Owner specifies. The Owner or Co-owner also controls when access activates — now, after the Owner’s passing, or both

This tiered structure handles the scenarios that matter most: a parent setting up a trusted adult child as a Viewer with access to estate documents that activates only when needed; a caregiver granted Editor access to health records; a spouse who can take over the entire account as Co-owner in an emergency.

Security you can trust

Quicken LifeHub uses AES-256 encryption for all stored data, TLS 1.2+ encryption for all data in transit, and two-factor authentication required for every login. 30 GB of storage is included with the standard subscription, with additional tiers available for larger households.

Pricing and guarantee

Quicken LifeHub starts at $1.99/month, billed annually — priced below any other purpose-built lifehub in this guide. There is no free trial, but Quicken offers a 30-day money-back guarantee. If your subscription lapses, your data is retained for two years before any deletion.

If you use Quicken Simplifi for personal finances, a combined bundle is available for $5.99/month. Financial accounts, bills, and property data from Simplifi sync automatically into LifeHub, keeping your household’s essential information fully up to date in one place.

Quicken, the company behind LifeHub, has served tens of millions of customers across its desktop and cloud products for more than four decades. LifeHub is built on that foundation of trust and security.

“LifeHub helps me organize things so my spouse and kids will know what to do in case something happens to me. Otherwise, they’ll have to go on a world-class Easter egg hunt to find stuff.”
— Rob, Quicken LifeHub user

“I’ve been trying to figure how best to organize my estate planning. I tried Quicken LifeHub out just to see what features it had. I’ve been very impressed with it and am feeling very organized!”
— Peter, Quicken LifeHub user

Get started with Quicken LifeHub →

Trustworthy — best for AI-powered household automation

Best for: Families who want their documents actively organized through email automation and AI-assisted guidance

Trustworthy positions itself as a “Family Operating System®” — and its automation features back that up. Its Inbox Autopilot feature connects to your email to capture important documents automatically as they arrive. A household-aware AI can answer questions about your stored information, generate reports, and send intelligent reminders. The platform handles a broad range of identity documents, including birth certificates, Social Security cards, passports, driver’s licenses, marriage certificates, wills, trust documents, powers of attorney, and various insurance policies.

Plans run from a free tier (2 GB, 1 family member) to Silver ($10/month annually, 20 GB, 5 family members), Gold ($20/month annually, 1 TB, 10 family members), and Platinum ($40/month annually, unlimited). Security is strong across all tiers: AES-256 encryption and multi-factor authentication are required by default. Gold plans and above support physical security keys (YubiKey). Trustworthy holds SOC 2 Type 2 and SOC 3 certifications and is HIPAA compliant.

The AI answer and reminder features on upper-tier plans are a genuine differentiator — but those plans cost significantly more than a LifeHub subscription. For households that want rich automation and AI-driven guidance and are comfortable with the higher price, Trustworthy is worth a close look.

Prisidio — best for controlled sharing and legacy planning

Best for: Users who want detailed access visibility, a structured legacy handoff, and an inventory of their broader life assets

Prisidio describes itself as a digital vault built to help you capture what you have, where you have it, and who should know about it. Beyond documents, it lets you inventory physical and digital places (where important originals are kept), people (key contacts connected to each item), and things (possessions of financial or sentimental value). This gives a more complete picture of your life’s essential information than document storage alone.

Prisidio’s Keyholder® role designates a trusted person to gain access to your vault after you pass, and an activity log shows you in real time who has accessed which files. These features make it particularly suited to legacy planning and situations where precise accountability matters. AARP has partnered with Prisidio to offer discounted access for AARP members.

Pricing: $12.50/month billed annually ($150/year), or $16/month on a month-to-month basis. A 30-day free trial is available. One plan covers all features.

Everplans — best for life organization and estate planning guidance

Best for: People focused on estate and end-of-life planning who want a broad organizational tool with guidance content

Everplans organizes household life across a wide range of categories — health records, financial accounts, legal documents, digital estate, pets, and end-of-life planning. Its smart planning system guides your next steps and surfaces checklists, including personalized guidance on obtaining documents like a will or advance directive.

A free tier is available with limited item storage. Everplans Premium ($99.99/year) unlocks unlimited items, premium content, and more specialized planning checklists. It’s a flat annual price with no tiers to choose between.

Everplans has particular depth in estate and end-of-life planning content and is well suited to users who want structured guidance through that process, in addition to secure document storage.

OneDrive Personal Vault — best for Microsoft 365 subscribers

Best for: People already paying for Microsoft 365 who want a protected subfolder for sensitive identity documents

OneDrive Personal Vault is a protected section within your OneDrive storage, unlocked via identity verification — fingerprint, face recognition, or an SMS code. Microsoft suggests using it for digital copies of passports, driver’s licenses, and other sensitive documents. Files automatically relock after a period of inactivity.

Personal Vault is a feature of OneDrive, not a standalone product. Free accounts and Microsoft 365 Basic accounts can store up to three files in Personal Vault. Storing more than three files in Personal Vault requires a Microsoft 365 Personal ($9.99/month or $99.99/year) or Family ($12.99/month or $129.99/year) subscription.

If you already pay for Microsoft 365, Personal Vault is a convenient built-in option. As a standalone document organizer, it lacks the guided setup, pre-built categories, and household-sharing structure that a purpose-built lifehub provides.

Tresorit — best for zero-knowledge encrypted cloud storage

Best for: Privacy-focused individuals who want no-knowledge encryption and European data hosting for their personal documents

Tresorit is an encrypted cloud storage service built around zero-knowledge architecture: files are encrypted on your device before upload, meaning not even Tresorit can access them. Files are stored in European data centers and protected under GDPR compliance. A built-in mobile scanner (on Personal Essential plans and above) lets you digitize IDs, contracts, and other documents directly from your phone.

Plans for personal use: Personal Lite (50 GB) starts at $4.75/month; Personal Essential (1 TB) at $11.99/month; Personal Pro (4 TB) at $27.49/month. Annual billing is available at a discount. A 14-day free trial is offered.

Tresorit is designed for individual use and doesn’t offer the household role structure of a lifehub. It’s a strong pick for someone whose top priority is maximum encryption privacy over organizational features.

Proton Drive — best for the privacy ecosystem

Best for: Users already in the Proton ecosystem who want their personal documents stored alongside private email, VPN, and password management

Proton Drive offers end-to-end, zero-knowledge encryption for all stored files, with servers hosted in Europe (Switzerland and Germany) under strict privacy law. All apps are open source and have been independently audited by Securitum. Proton reports that over 100 million users and organizations trust the platform.

Pricing: Free (5 GB); Drive Plus ($3.99/month, 200 GB); Proton Unlimited ($9.99/month, 500 GB bundled with Proton Mail, VPN, Calendar, and Pass).

Proton Drive is general-purpose encrypted cloud storage — not a document organizer. There’s no guided setup, no category structure for personal documents, and no household-sharing roles. It’s the right pick for someone who already uses or wants Proton’s full privacy ecosystem and wants their documents stored alongside encrypted email and VPN in one subscription.

NordPass — best for combining password management with basic document storage

Best for: People who want to manage passwords and store identity document copies in a single password manager

NordPass is primarily a password manager, but its paid plans include a Documents feature for storing passports, IDs, driver’s licenses, and other sensitive files, alongside a File Attachments feature for adding document copies to individual vault items. It uses XChaCha20 encryption — a modern algorithm chosen for its combination of security and performance.

Pricing: Free tier (limited features, no file attachments); Premium starting at $1.49/month on a 2-year plan; Family plan (6 users) starting at $2.79/month on a 2-year plan.

NordPass isn’t built for household organization or the kind of structured document management a lifehub provides. For users who primarily need a password manager and want basic document storage as a add-on, it’s a practical combined solution.

FidSafe — best free document storage option

Best for: U.S. residents who want no-cost secure storage for essential documents and don’t need guided organization

FidSafe is a free document storage service offered by Fidelity Technology Group, LLC, a Fidelity Investments company. It provides up to 5 GB of storage and lets you share documents with trusted contacts (who must also have FidSafe accounts). A “Sharing After Death” feature allows you to designate one person to receive your stored files and notes after your passing, upon verification of a death certificate.

FidSafe is available to any U.S. resident over 18 at no cost, with no subscription required. It’s a solid option for users who need a straightforward, free, institution-backed document vault and don’t need guided organization or household-level sharing controls.

IdVault — best for offline, no-cloud storage

Best for: iPhone and iPad users who want identity documents stored entirely on-device with no cloud connection

IdVault stores identity documents entirely on your device using AES-256-GCM encryption. No data ever leaves your device — there’s no cloud server, no remote account, and no data to breach externally. The app includes an offline OCR scanner, document expiry notifications, Face ID and Touch ID authentication, and a self-destruct emergency PIN for situations where you need to wipe your vault quickly.

IdVault is free to download with a premium subscription available (approximately $2.99/month) for unlimited documents, OCR scanning, encrypted backup, and expiry notifications. It’s designed for iPhone and iPad.

If absolute local control with zero cloud exposure is your priority, IdVault is a distinctive option in this space. The tradeoff is that multi-user account sharing, cross-device sync, and guided organization aren’t part of the platform.

How to choose

Most people searching for a personal and identity document app need some combination of three things: secure storage, organizational structure, and the ability to share access with a trusted family member or advisor. For those users, a lifehub is the right answer — and Quicken LifeHub offers the most complete solution at the most accessible price.

If your need is more specific:

  • You want guided organization for your whole household, from everyday IDs to estate planning documents: Quicken LifeHub
  • You want your documents organized automatically via email sync and AI: Trustworthy
  • Your primary need is legacy planning and a structured handoff at death: Prisidio or Everplans
  • You’re already a Microsoft 365 subscriber and just want a secure subfolder: OneDrive Personal Vault
  • Zero-knowledge encryption with European data hosting is your top priority: Tresorit
  • You use Proton for email and VPN and want everything in one privacy-focused ecosystem: Proton Drive
  • You need a password manager and want basic document storage in one place: NordPass
  • You want something completely free: FidSafe
  • You want no cloud exposure at all — everything stays on your iPhone: IdVault

Frequently asked questions

What’s the difference between a digital vault and a lifehub?

A digital vault provides a secure place to store files — essentially a password-protected folder in the cloud. A lifehub goes further: it’s a purpose-built system that guides you through organizing life’s essential information, provides pre-built structure for different categories (IDs, health records, estate documents, and more), and supports household-level sharing with precise access controls. Quicken LifeHub is designed as a lifehub, built around the reality that organization and accessibility matter as much as secure storage.

What kinds of personal and identity documents should I digitize?

Key documents to store include: driver’s license, passport, birth certificate, Social Security card, marriage or divorce certificate, health insurance card, medical records and prescription list, home and auto insurance policies, will, power of attorney, trust documents, property deed, vehicle title, tax records, and emergency contacts. A good lifehub provides prompts and checklists to help ensure nothing important is missing.

What security features should I look for when storing identity documents?

Look for apps that use AES-256 encryption for stored data and TLS encryption for data in transit, and that require multi-factor authentication for every login. For maximum privacy, zero-knowledge encryption — where not even the service provider can read your files — is the gold standard. Quicken LifeHub uses AES-256 encryption at rest and TLS 1.2+ in transit, with two-factor authentication required for all logins.

Can I store a Social Security card, passport, or driver’s license digitally?

Yes — storing digital backups of identity documents is a widely recommended practice for emergency preparedness. A digital copy doesn’t replace the original for official purposes, but having a secure digital backup means you can access your information from anywhere and share it quickly when needed: at a doctor’s office, at the airport, or in an emergency.

How do I make sure my family can access important documents if something happens to me?

Choose an app with household sharing built in. Quicken LifeHub supports a Co-owner role that can assume full account control in an emergency, Editors who can manage and update your information, and Viewers who have access only to the folders you designate — with the option to activate that access only after your passing. Setting up these roles in advance is one of the most valuable things you can do for your family’s preparedness.

Does Quicken LifeHub have a free trial?

Quicken LifeHub does not offer a free trial, but it comes with a 30-day money-back guarantee.

The bottom line

The best app for digitally storing and organizing personal and identity documents isn’t just a folder in the cloud — it’s a system designed for the moments when those documents matter most: a medical emergency, a natural disaster, a cross-country move, or settling an estate.

Quicken LifeHub is built for exactly those moments. Its guided setup, Smart Add ID scanning, pre-built document categories, and four-tier household sharing system make it the most complete solution for individuals and families who want to be genuinely prepared. At $1.99/month, it’s also priced below any other purpose-built lifehub in this guide.

Whatever tool you choose, starting somewhere is what counts. Every document you add is one less thing to search for when it matters most.

Get started with Quicken LifeHub →