Start with moments, not folders
Think about when you need information: renewing a passport, filing rental records, preparing for a trip, or finding an insurance policy. Those moments suggest useful categories more reliably than a huge alphabetical filing tree.
Use Library collections and a matching Drive tree
Begin with identity, home, vehicles, education, medical records, travel, rentals, and financial evidence. Family Documents keeps those areas inside Library and creates matching Google Drive folders when confirmed. Tags add detail without duplicating an original.
Keep access explicit
Confirmed Library records are available to active members of the family workspace. Use supported private items or named sharing when something is personal, and review membership regularly.
Add reminders only when action is needed
An expiry date is useful; a reminder is useful only if someone needs to act. Choose the responsible person, the due date, and whether it is personal or a confirmed household task.
Review suggestions before saving
OCR and automation can suggest a title, category, date, property or Drive destination. Treat those as a head start—not a final decision. A short confirmation step keeps the record trustworthy.