About

Created by a Financial Planner, The Family Binder was created to help families organize the most important areas of their financial life, all 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.

Why Have a Family Emergency Binder?

In times of crisis or the death of a loved one, having quick access to essential information can make all the difference and reduce stress. Our Family Binder is meticulously designed to be your go-to resource for crucial family information, contacts, processes, and financial information for your family.

Here's what sets us apart from other Family Binders or Free Templates:

  • Comprehensive Organization: We've created a detailed system that covers everything your family may need in the event of an emergency or loss of a loved one. Our family binder covers:
    1. Family & Friends (contact information for all the important people in your life).
    2. Your Home (information such as the cost basis of your home, ongoing maintenance needs, information about appliances, utilities, paint & flooring, and which contractors or service providers to call).
    3. Insurance and Medical (information on all your auto, life, medical, and other insurances. Medical information for every member of your family). 
    4. Personal Finance (information on investment & retirement accounts,  bank, and real estate holdings. A list of advisors who your family should contact such as financial advisors, CPAs, attorneys, real estate agents). 
    5. Debt & Loans (information on current debt such as credit cards, mortgages, and other loans).  
    6. Estate Documents (information on wills, trusts, power of attorney documents, and guardian provisions if you have younger children). 
    7. Online Information (information on every family member's email addresses, phones, and social media accounts).  This is typically the part that most families struggle with after the loss of a loved one!
  • Ease of Use: Navigating through chaotic situations can be overwhelming. That's why our binder is user-friendly and intuitive, ensuring that vital information is just a page flip away. No need to frantically search through files or old bills.
  • Peace of Mind: With The Family Binder, you'll gain a sense of security knowing that you're equipped to handle any unexpected event. Protect what matters most—your family's well-being—with a tool that puts preparedness at your fingertips. We recommend storing your completed Financial Binder in a family safe or secure location where your family will know where to find it.  The digital version can be securely saved and shared with family members on secure websites like Google Drive or DropBox. 

Creating a Family Binder is an investment in your family's well-being, organization, and preparedness for whatever life may bring.