Safe Haven Binder Insert Pages

$20.00

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.
Category:
For pricing on orders of 12 or more contact us at service@markzinder.com
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:

Health
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

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

Insurance
Personal Insurance
Property Insurance
Dependents and Guardianships

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

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

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