Name: The Family Binder (Fillable PDF Download)
Brand: The Family Binder
Price: 37.0 USD
Availability: InStock

If something were to happen to you tomorrow, would your family be ready to manage your home, personal finances and final wishes?

They will if you have The Family Binder, an easy-to-use document that stores all of your family's personal and financial information in one place. If you've ever had a family member suddenly unavailable for any reason, you know the feeling of trying to locate important documents and information without their guidance. Every family should have a “family command center” that your spouse and kids know to access for all the important information.

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The Family Binder (Fillable PDF Download)

$37.00 USD

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Organize Your Life with The Family Binder: Your Essential Tool for Family Planning and Document Management

Dealing with the death of a family member is difficult. It’s even more painful when beneficiaries spend hours digging through file cabinets trying to piece everything together.

This is why we made The Family Binder, a complete family planner that helps you organize your financial accounts, insurances, home information, online presence, kids, pets, and estate plans. It's a comprehensive estate planning tool and a home organization system. If you have a household and family members who rely on you, you need The Family Binder.

Organize your family’s personal, financial, and life information and give your family members (who may be unfamiliar with many aspects of your personal and financial life) an efficient roadmap to take over when needed.

You'll never need to worry about finding your family's important financial and personal information again. It’s all in one easy-to-access document. Just fill in the blanks of each section and rest assured that your information is easily accessible to your loved ones when needed.

Don’t wait for an emergency to share important information with your family. Make sure that those closest to you know where to find the documents they will need to manage your affairs. Invest a few moments now to find your important records and make them accessible.

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What's Included in The Family Binder?

Over 70 pages, covering every aspect of your family's financial and personal life. Every page is editable and can be typed in.
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Seven well-designed sections: Family & Friends, Our Home, Insurance & Medical, Personal Finance, Debt & Loans, Estate Documents, and Online Information.
Dozens of topics covered to ensure your next-of-kin can step in to take over when needed.
Organize the contact information for your immediate family, friends, neighbors, relatives, and your pets!
Organize all of your home details, service contacts, maintenance schedules, appliance warranties, and more in one place. So, when something goes wrong, you don’t need to go searching for the Handyman's number or pull the washing machine out to find the model numbers.
Outline your important insurance information so that your loved ones know whom to call for life insurance proceeds or where to find health insurance information if your Power of Attorney needs to take over.
If only one spouse has correspondence with the advisor team, this section outlines every professional your family may work with. All of your family's investment/retirement accounts, bank accounts, and rental properties will be outlined here.
Outline your family's debt & loans so they can be prepared to address them should something happen to you.
Settling an estate after a loved one's passing can be confusing and stressful. Ensure your next-of-kin know where to find your estate information and the provisions in your wills, trusts, and power of attorney documents.
In an increasingly digital world, ensure you have your family's login information for phones, email, and social media accounts.
Upon purchase, the PDF version of The Family Binder will be emailed to you instantly.

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Who Needs The Family Binder?

Families with young children.
You have children who depend on you. If something were to happen to you and your spouse, who would take care of your children and where would they begin looking for your financial information?
Spouses who handle all the finances.
If you handle all of your family's personal finances, would your spouse know where to find information about your accounts, advisors, and life insurance information?
Those caring for aging parents.
Taking over the responsibility of settling a family's estate can be stressful and time consuming. Ensure your parent's affairs are organized and ready for you to step in when needed.
Retirees who want their adult children to be prepared to inherit.
Make it easy for your children to find everything they need to take over as Trustee or Executor of your estate.
Newlyweds.
Combining finances for the first time can be time consuming and stressful. The Family Binder can help centralize your financial and life information.
Those who need to prepare a Trustee or Executor to take over.
Handing over your financial affairs to some now, or in the future, can be difficult if not organized.

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Why we created The Family Binder

Created by a Financial Planner, The Family Binder was made to help families organize the most important areas of their financial life in one document. Experiencing clients lose loved ones and having no understanding of where to find their family’s accounts, insurance documents, wills, trusts, and household information led to the creation of The Family Binder.

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Frequently Asked Questions (FAQs)

Will I receive a physical product?

No, The Family Binder is a printable and editable PDF download. After confirmation of payment from Shopify, you will automatically receive your download and can access The Family Binder document immediately.

What is the best way to print The Family Binder?

Simply print the PDF after completing, punch holes, and put them in a 3-ring binder (0.5 inch or 1 inch works well).

Do I need to be financially savvy to complete The Family Binder?

The Family Binder is structured very simply, so you can start from the beginning and fill out your information as you go through the document. There is no prior financial knowledge needed. Just start going through information that you use in your life, one page at a time. If you do not have a full understanding of your financial situation or your household’s management, now would be a good time to address that information and gather those documents.

Where should I save The Family Binder once it's complete?

We recommend sharing the PDF document with your spouse and Successor Trustee(s) in a secure manner. Because the document will contain sensitive information like social security numbers and financial account numbers, we recommend saving to a secure website like Google Drive or Dropbox. You may also consider saving the file to a flash drive or printing and storing in a home safe or other secure location.

I already have a Will and Trust in place, do I still need The Family Binder?

The Family Binder will provide your executor (or your estate’s Trustee) with detailed information about your finances and your household, making their job much easier when it comes time for them to step in.

Do I have a limit in the times I can download this product?

Once purchased, The Family Binder is yours for life (for personal use). You will receive it as a PDF, and you are free to save it anywhere you like (computer desktop, memory card, flash drive, Dropbox, Google Drive, etc.).