Safe Haven Binder Insert Pages

(7 customer reviews)


Have your own binders, then this is for you, inserts without the binder!
What you get: Instructions, 41 forms, 5 tabbed dividers plus 2 checklists — one for you and one for your client.
For pricing on orders of 12 or more contact us at
Help your clients record their personal information, prepare for a medical emergency, and consolidate their records.  Now including SEVEN Long Term Care Planning Worksheets!

Forms are 8.5″x 11”, Tabbed Dividers are 9”x 11” and all are pre-drilled, ready to slip into a 3-ring binder.

These are the forms that are included:

Emergency Contacts
Medications and Supplements List (2 Pages)
Health Insurance, Information, and History (2 Pages)
Children’s Health Insurance, Information, and History (2 Pages)
Long Term Care Planning
In-Home Care Planning Worksheet (2 Pages)
Continuing Care Community Planning Worksheet
Financial Planning Worksheet
Long Term Care Plan (2 Pages)
Location of Legal Documents

Bank Accounts and Safe Deposit Boxes
Investment Accounts
Retirement Accounts
Credit and Debit Cards
Mortgages and Loans
Important Financial Contacts
Location of Financial Documents

Personal Insurance
Property Insurance
Dependents and Guardianships

Final Arrangements
Eulogy Notes and Milestones
Funeral Arrangements Checklist (2 Pages)
On Loan and Loaned
Unfulfilled Responsibilities
Pet Arrangements
Location of Estate Documents

Websites and Passwords (2 Pages)
Memberships and Subscriptions
Location of Personal Documents (3 Pages)
Weight 1.99 lbs
Dimensions 11 × 9 × .5 in

7 reviews for Safe Haven Binder Insert Pages

  1. Barbara Blas (verified owner)

  2. GLORIA GOODE (verified owner)

  3. Kristian Finfrock (verified owner)

  4. Anonymous (verified owner)

    Was not aware the hanging file folders were no longer included.

  5. Larry Springer (verified owner)

  6. Mark S. (verified owner)

    Our clients have all commented they have been looking for this type of book and love it!

  7. Kenneth (verified owner)

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