Financial Records Organizer 1.0 [Download] free Download

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Financial Records Organizer 1.0 [Download]

Features on Financial Records Organizer 1.0 [Download]

• 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 ...

Description for Financial Records Organizer 1.0 [Download]
Who is organizing your family records and financial information? If you pass away or become incapacitated, does your family, loved ones, and advisers know where the important documents are? Are they easily accessible? One of the most common mistakes people make is not preparing and communicating this information. This is why Financial Records Organizer was created. Financial Records Organizer is an easy-to-use, comprehensive program for records and information organization. It has been specifically designed to help organize, record, and store all your family records and financial information in one place. It includes 18 worksheets for recording: important contacts; important home locations; location of documents; personal information for adults, children, and grandchildren; medical records; military service records; passwords and PINs; financial information for bank accounts, credit/debit cards, and loans; investment information for money market accounts, CDs, mutual funds, brokerage a

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