![Financial Records Organizer 1.0 for Mac [Download]](https://www.howcost.com/media/2016/02/06/financial-records-organizer-1-0-for-mac-download.jpg)
$18.50
$18.50
(SAVE Now!)
as of 12/22/2024 (Details)
Who is organizing your family records and financial information? If you pass away or become incapacitated, does your family, loved ones, and advisers know where the important documents are? Are they easily accessible? One of the most common mistakes people make is not preparing and communicating this information. This is why Financial Records Organizer was created. Financial Records Organizer is an easy-to-use, comprehensive program for records and information organization. It has been specifically designed to help organize, record, and store all your family records and financial information in one place. It includes 18 worksheets for recording: important contacts; important home locations; location of documents; personal information for adults, children, and grandchildren; medical records; military service records; passwords and PINs; financial information for bank accounts, credit/debit cards, and loans; investment information for money market accounts, CDs, mutual funds, brokerage accounts, and children's accounts; retirement information for pensions benefits, social security benefits, annuities, IRAs, 401(k), 403(b), Keogh, SEP; life insurance, vehicle insurance, and other insurance policies; real estate and property; safety deposit boxes; home inventory; pets; storage rental; funeral and burial arrangements; child guardianship; cash flow analysis; net worth analysis; total gross estate analysis. It includes 4 checklists: how long to keep documents; tax preparation; estate planning; computer and online safety. Financial Records Organizer has advanced report generation capability allowing you to print or save all worksheets and checklists. Financial Records Organizer should be used in conjunction with legal documents, such as a Will or Trust, to help ease the burden of so many personal and legal issues at the time of your death or incapacity. System Requirement: Java 7 or higher (free download from Oracle Corporation website)
Technical Details
- Financial Records Organizer is an easy-to-use, comprehensive program allowing you to organize, record, and store all your family records and financial information using 18 different worksheets and 4 checklists
- Personal includes: important contacts; important home locations; document location; family, medical, and military service records; passwords and PINs; insurance; funeral and burial; child guardian; how long to keep checklist; computer and online safety
- Financial, investment, and retirement includes: bank accounts; credit cards; loans; money market; CDs; mutual funds; brokerage; pension; social security; annuities; retirement accounts; cash flow; net worth; total gross estate; tax preparation; estate plan
- Real estate and property includes: real estate; safety deposit boxes; home inventory; pets; storage rental
- Financial Records Organizer has advanced report generation capability allowing you to print or save all worksheets and checklists, and much more ...