A family financial binder helps a trusted person find the information needed to handle bills and urgent administrative tasks if you are unavailable. Keep it organized, current, and secure.

Start your family financial binder with accounts

List financial institutions, account types, insurance carriers, major debts, property, business interests, and key professional contacts. Avoid storing passwords in an unsecured document.

Include important documents

List the storage locations for wills, trusts, powers of attorney, and insurance policies. Also include deeds, titles, military records, and other important documents.

Record recurring obligations

Document major bills, subscriptions, loans, taxes, insurance premiums, and other recurring commitments so a trusted person can identify what requires attention.

Add contact information

Include contact details for attorneys, financial professionals, insurance contacts, accountants, and business partners. Add anyone else your trusted person may need to call.

Keep the family financial binder secure and current

Store the binder or digital equivalent securely, control access, and review it periodically. The value comes from accuracy and availability when it is needed.

Review financial decisions against your goals and available resources. Get legal or tax guidance when the decision calls for it.

Start here

Start with an account and contact list. Record where you keep important documents and secure the information. Then make sure the appropriate trusted person knows how to access it.

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