The Organize 365® Financial Binder was born out of my own experience settling my father’s estate. The loss of a loved one is devastating. The amount of invisible work that came along with settling an estate brought about a whole new level of stress. Yes, there are professionals there to help; but they don’t know what they don’t know…and neither do you.

This binder is actionable for you throughout your life. The Financial Binder is important for tracking all elements of your financial and work history such as military IDs, stock certificates, life insurance polices, 401ks, IRAs, beneficiaries. It’s a curated, done-for-you solution for keeping all of this information up-to-date.

The workbook inside The Financial Binder was created by people who have settled estates and it was reviewed by a CPA who specializes in settling estates. 

With your purchase, you will receive:

• One physical 2" D ring ONE touch deluxe binder
• 1 set of green slash pockets
• Full color financial worksheets & forms to record and track you information quickly and efficiently
  • 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.

The binders hold 8.5 x 11 sheets of paper with the capability to add printouts from your CPA, articles you want to reference, or anything else you want to keep with your financial information. 

Note: You will also receive via email a .pdf file of the binder contents so that you can print additional copies. If you need to update the information, or just need an additional page to track credit cards or retirement benefits, simply print another one and pop it into your binder.