Every policy on one overview page, plus a detail sheet per policy with coverage, renewals and claims.
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
Every policy you hold, on one page.
Type · Insurer · Policy no. · Renews · Agent / phone
Compare quotes 30 days before renewal · Check the coverage still fits your life · Review and update beneficiaries · File the new documents in this binder
Page 2
One page per policy. Print as many as you need.
Policy type · Insurer · Policy number · Policyholder · Start date · Renewal date · Premium · Paid from · Agent name · Agent phone / email · Billed: Monthly / Quarterly / Twice a year / Yearly
Covered item / benefit · Limit · Deductible
Date · What happened · Claim no. · Status
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
Where every original is kept: identity papers, deeds, wills, records and the safe.
2 pages · $4
Banks, investments, cards, debts, income and advisors, with last four digits only.
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