Features:

  • Financial Records Organizer is an easy-to-use, comprehensive program allowing you to organize, record, and store all your family records and financial information using 18 different worksheets and 4 checklists
  • Personal includes: important contacts; important home locations; document location; family, medical, and military service records; passwords and PINs; insurance; funeral and burial; child guardian; how long to keep checklist; computer and online safety
  • Financial, investment, and retirement includes: bank accounts; credit cards; loans; money market; CDs; mutual funds; brokerage; pension; social security; annuities; retirement accounts; cash flow; net worth; total gross estate; tax preparation; estate plan
  • Real estate and property includes: real estate; safety deposit boxes; home inventory; pets; storage rental
  • Financial Records Organizer has advanced report generation capability allowing you to print or save all worksheets and checklists, and much more ...