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The Paper Solution Financial Binder Editable Download

 Binders

$199.00



Go digital with The Paper Solution® Financial Binder download that will give you the clarity that you need to make responsible, prepared decisions for your family and track those you’ve already made.

Introducing the newest version of the Organize 365 Financial Binder Worksheets - It's all Digital!

They are the same comprehensive, detailed worksheets Organize 365® has always provided - now just with more typing space! The text boxes have been expanded on each page, and some pages have been spread out to make multiple pages. This provides more area to type without it 'hiding' the text - making these easily editable on a computer then printing for your Binders. 

No physical worksheets will be shipped to you. This purchase is ONLY for the digital fillable PDF form that you will receive via email to download. 

The worksheets are now 60+ pages total, with the following full-color pages:

  • Financial prep sheet, family (adult & child) information sheets, personal documents and contacts, financial advisor contact information, insurance policy information, safe deposit box inventory, financial account inventory, debts and loans tracking record, credit card inventory, bill payment records, gift cards & reward tracking, travel rewards, retirement benefits, household inventory, and information on how to create a comprehensive household inventory.

We received a lot of feedback from our amazing customers on this, we hope you are happy with the upgrades! As always, thank you for being a part of our community!



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