Family Protection Binder

If something happened to you tomorrow, would your family know where everything is?

The Family Protection Binder puts everything your family would need in one place: your insurance policies, mortgage, accounts, important documents, and your final wishes. Fill it in on your computer or print it and write by hand.

What's inside (13 pages):

• About you and key contacts: who to call first
• Life insurance: every policy, beneficiary, and where the papers are
• Home and mortgage details
• Accounts and bills: banks, retirement, autopay
• Important documents checklist: will, deed, titles, and more
• Digital life: where your logins are kept (never the passwords)
• Final wishes: burial or cremation, service, music, and notes
• First 10 Steps for Your Family: a calm checklist for whoever has to take over
• Yearly review log

How it works:

1. Download the PDF after checkout.
2. Open it in Adobe Reader (free) and type right on the page, or print it.
3. Keep a printed copy somewhere safe, and tell one person where it is.
4. 
   

Please note: This is an organizing tool for educational purposes only. It is not legal, tax, or financial advice, and it is not an offer of insurance.

Created by Maria Fields, helping families protect their home and loved ones.

Questions? Book a free call: https://calendly.com/m-fields1010/30min