As financial professionals, we help our clients with their 401(k)s, 529s, their investment portfolios, and so on. But few are helping them with the other side of wealth planning – the organization of their important information and documents.
The SafeHaven Binder is a comprehensive system to help your clients record their personal information, prepare for a medical emergency, and consolidate their records. It comes with dozens of forms inside a simple yet elegant 3-ring binder so that important records can be kept in a single, convenient place. The forms are organized into five categories that cover everything from investments and insurance to estate planning and long-term care. Now including SEVEN additional Long Term Care Planning Worksheets!
The quality and classic look of this soft simulated leather binder features a zippered closure, easy open rings, external & internal file pockets, multiple card holders, and a pen loop.
The following is a list of included forms, organized by category:
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)
Don Blauner (verified owner) –
George Contis (verified owner) –
Frances G. (verified owner) –
The only issue I have is about updates. Write in pencil?
Anonymous (verified owner) –
Wish we can order the tabs on their own
Javier D Perez (verified owner) –
SUSAN S. (verified owner) –
Great way to help clients organize. Well done.
Roper Fields (verified owner) –
Important value add
Larry Springer (verified owner) –
Even better if “Sample” complete set of pages for show and tell to clients. Last Name “Sample” could be used. Maybe even couple, single, and widow samples.
Roper Fields (verified owner) –
Wonderful way to show clients and their families that you care.
Ken D. (verified owner) –
I still miss the hanging file folders, but this is a very good alternative.
David Norgord (verified owner) –
Client Loved The Product
Brian R. (verified owner) –
Very, very positive response from a client. Wish I had sent it earlier!
David Muldowney (verified owner) –
My wife likes it. It should help her get her “ducks in a row.”