SafeHaven Kit

(3 customer reviews)

If something were to happen to your clients, would their family know where to find their important documents? Millions of Americans have failed to prepare their financial and medical documents.

But you can help!

The Ultimate Relationship-Building Gift: As part of a comprehensive wealth management program, you help your clients organize their documents and get their financial house in order.


1-4 items @ $45.00
5-9 Items @ $42.50
10+ items @ $40.00

The SafeHaven Kit comes with:

  • 25 pre-labeled hanging file folders organized by categories
  • 2 un-labeled folders for your clients’ special needs
  • 23 comprehensive forms to capture medical, financial, and personal information
  • 5 pages of instructions for financial professionals
  • 5 pages of instructions for the end-user
  • 2 review checklists to track your progress
  • note: does not include the fireproof safe

The 25 folders are labeled with the following categories:
Emergency Contacts
Medications and Supplements
Health Insurance
Health Information and History
Living Will/Advance Directive
Medical Power of Attorney
Durable/Springing Power of Attorney
Bank Accounts
Retirement Accounts
Safe Deposit Box
Credit Cards
Mortgages and Loans
Important Financial Contacts
Personal Insurance
Property Insurance
Will and Estate Plan
Funeral Arrangements
Other Important Information
Property and Titles
Important Tax Documents
Online Accounts and Passwords
Memberships and Subscriptions
Other Important Documents
+ 2 Blank Folders

NOTE: The SafeHaven Kit does not include a fireproof safe. We suggest you choose a reasonably priced portable safe that accommodates file folders. For instance, the SentrySafe Model 1170 is available from Amazon and many other retailers.

Weight 6.1 lbs
Dimensions 13.75 × 10.25 × 3.75 in

3 reviews for SafeHaven Kit

  1. Mark Thompson (verified owner)

  2. Thierry Sommer (verified owner)

  3. Brian K. (verified owner)

    Really like the organization. My older clients like the paper files and feel better knowing everything is clear & in one place

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