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Organizing Your Financial Records

Free Personal and Financial Organizers

Are your personal and financial records in order? What documents do you need to keep? Where? How long? Are your records easy to find? What if you had a serious accident tomorrow? Could someone you trust step in and temporarily handle your financial affairs, even if it's just to pay your bills? What if you should die tomorrow? Could your spouse or heirs easily find the personal and financial records they'd need to settle your estate? Or, will they find a jumble of unorganized records scattered throughout your house? At your attorney's office? In your safe deposit box?

We've prepared 6 different free personal and financial organizers to help answer those questions. Recommended by The Wall Street Journal two years in a row, these organizers are comprehensive, yet concise and easy-to-use. Whether you use just one or several of them, you will definitely make the job easier for someone to manage or settle your affairs. More importantly, they can help you by organizing your own affairs, giving you greater peace-of-mind.

These organizers, like many other documents on the Internet, are printable PDF documents and need the free Adobe Reader to download. You probably already have it installed on your computer. But, if you aren't familiar with it, click here for more information about Adobe Reader.

Each organizer is available in a Standard or a Premium version. For Premium members, we've eliminated the need for pencil and paper. Instead, you can fill in your information on your computer and print out the results. For more information, click on Premium organizers.

 
organizing financial records

Your Personal Document Organizer
(open organizer)

Where is the best place to keep your insurance policies and other important records? Which ones should you keep? — for how long? This financial organizer answers those questions and provides space for you to write down where you keep yours. (Go to Premium organizers.)

 
organizing financial records

Personal Financial Organizer
(open organizer)

What if you had a serious accident tomorrow? Could someone step in and handle your financial affairs while you recovered? What if you should die tomorrow? Could your spouse or heirs easily settle your estate? This free organizer will make the job easier. More importantly, it will help you manage your own affairs more easily, with greater peace-of-mind. (Go to Premium organizers.)

 
free personal financial organizer

(Almost) Everything We Own
(open organizer)

When things are lost or stolen, or homes damaged or destroyed, most people receive insurance payments for only 80% to 85% of their loss. Most people can't remember everything they own at the time of loss. It doesn't make any difference if you own your own home or just rent. Now, you can help avoid this problem with this free organizer with home inventory forms. (Go to Premium organizers.)

 
free personal financial organizer

Our Family's Health History
(open organizer)

Doctors frequently have difficulty treating an illness, or even treat the wrong illness, because people don't know enough about their family health history — it's often too late to ask their parents, brothers and sisters, or aunts and uncles. This organizer can help you avoid the problem in case you come down with a serious illness. (Go to Premium organizers.)

 

The Insurance Organizer
(open organizer)

Experts recommend that you keep information about your insurance policies in a safe deposit box, or somewhere else outside your home. Then, your policies are easy to replace if they are lost or destroyed. This comprehensive organizer keeps track of everything you need to know so your policies can be replaced quickly. (Go to Premium organizers.)

 

Our Final Wishes
(open organizer)

Do your heirs know your final wishes? Do they know where you've purchased your cemetery plot? Or, what funeral home you prefer? Or, if you prefer to have money donated to charity instead of flowers? This booklet covers every aspect of your (and your spouse's) final wishes. (Go to Premium organizers.)

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