Banks, investments, cards, debts, income and advisors, with last four digits only.
Get all 10 modules in the Life Admin Binder
$19 instead of $40: save 53%. Includes the cover, index, dividers and labels.
See the full binderPage by page
Page 1
Who holds your money. Last four digits only.
Bank · Account type · Last 4 · Owner(s) · Online access
Institution · Type (401k, IRA…) · Last 4 · Beneficiary
Card issuer · Last 4 · Autopay from · Customer service
Page 2
What's owed, what comes in, and who to call.
Lender · Type · Monthly payment · Paid off by · Contact
Source · Frequency · Deposited to · Contact
Accountant / phone · Financial advisor / phone · Attorney / phone · Insurance agent / phone
Formats
US Letter and A4, each in color, ink saver and fillable.
01
Both paper sizes in every download, so it prints right wherever you are.
02
A bold color version and a printer-friendly version with all the structure and none of the ink.
03
Type straight into the fields on your computer, save, and print only what you need.
04
Bookmarks and a tappable table of contents in every complete binder.
Life Admin Binder
Every policy on one overview page, plus a detail sheet per policy with coverage, renewals and claims.
2 pages · $4
Where every original is kept: identity papers, deeds, wills, records and the safe.
2 pages · $4
The page anyone helping you will look for first: who you are, who to call, who lives with you and where the shut-offs are.
2 pages · $4
Blood type, allergies, conditions, surgeries, every medication you take and a log of appointments.
2 pages · $4