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Simple Steps Binders

Guide to Creating a Family Binder (Digital Download)

Guide to Creating a Family Binder (Digital Download)

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Having your documents scattered across several folders, printed out, or saved digitally can make you feel uncertain and overwhelmed.  You can have all of your documents organized and at your fingertips by using the straight-forward steps in this guide!

  • You can complete your personal binder at your own pace.
  • Upon completion, you and your family will have one place to go to help them handle your affairs in case of an emergency or after you pass away.

 

Imagine how great it would feel to know…

  • In an emergency, you or your family will only need to open a binder to handle your affairs.
  • All of your financial details are in one location.
  • Important documents and details are right at your fingertips: insurance policies, bank accounts, passwords, Living Will, details about caring for your pets, and more.

This is all possible with the Guide to Creating a Family Binder.

 

You Will Receive:

  • A link to the digital product for you to download.
  • Step-by-step instructions.
  • Examples to help you visualize how to complete the step.
  • 26 blank templates to help you organize your accounts, documents, passwords and so much more.
  • Handy checklist to keep you on track.
  • Notes section for each step so you can keep your thoughts all in one place.
  • Tips and insight sprinkled throughout.

 

Who Is It For:

  • You are single and only you know the details of your financial life.
  • You are married and only one of you handle the bills.
  • You have an older parent and need help getting their paperwork organized.
  • You have adult children and see the benefit of organizing important documents and details.
  • You are overwhelmed by "all of the paper."
  • You do not know where to start but you know that you need to do something.
  • You are ready to get organized and be a blessing to your family.

Materials

PDF digital download.

62 pages including binder spine and cover page for the binder that you create.

Dimensions

When printed, the PDF digital download will fit in a 1/2 inch binder. Be sure to print it one-sided so that you can use the blank templates in your binder.

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