+ All Categories
Home > Documents > Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The...

Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The...

Date post: 11-Jul-2020
Category:
Upload: others
View: 1 times
Download: 0 times
Share this document with a friend
19
ORGANIZING Binder A dditional Pages Financial www.organize365.com THESE PAGES WERE ADDED IN MARCH 2019, PLEASE ADD THEM TO YOUR BINDER.
Transcript
Page 1: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

ORGANIZINGBinder Additional Pages

Financial

www.organize365.com

THESE PAGES WERE ADDED IN MARCH 2019, PLEASE ADD THEM TO YOUR BINDER.

Page 2: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

FINANCIAL ORGANIZING BINDER

The Financial Organizing Binder is designed to store all the important financial information for your household. This binder can also be used if you are the financial caretaker for a loved one, or are settling an estate. The Financial Binder was originally designed to stay organized when settling my father’s estate, but it has been updated to also keep track of current financial paperwork. Ditch the filing cabinet and move your financial reference papers into this easy to use binder.

Financial papers are divided into 5 categories (separated by 5 section divider pages also called “slash pockets” by Lisa). Each category is listed below, along with its corresponding printables. Behind each printable, you can insert any related financial papers or documentation using page protectors.

GENERAL INFORMATION (put in front of binder):

1. Personal documents and contacts - storage location for your most important financial documents.2. Business card pages - store business cards of frequently used financial planning services or institutions.

FINANCIAL ORGANIZING BINDER CONTENTS:

• Each numbered section is separated by a slash pocket• Place binder printables in page protectors and store behind the slash pocket• Place any related financial paperwork behind each printable

QuickSTARTGUIDE

CURRENT MONEY

GENERAL INFORMATIONFamily information sheetsPersonal documents and contactsName change trackerAdvisor contact information

Financial inventoryDebts / loans worksheetCredit card inventoryCredit card summaryBill payment record

B

C

Insurance policy informationSafe deposit box inventoryMilitary records checklist

Gift card rewards informationTravel rewards informationBusiness informationVehicle information tracker

Page 3: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

FINANCIAL ORGANIZING BINDERQuick

STARTGUIDE

Update the information in this binder annually. I recommend you go through your binder near tax time as your end-of-year statements and tax paperwork arrive. Keep the binder in a handy place (like a kitchen cabinet) so it will be easy to access the information or to grab in an emergency. If the printables do not apply to the financial situation you are dealing with right now, you can move them to the back of the binder or remove them.

FUTURE MONEYRetirement benefits

☐ Self ☐ Spouse

D

ESTATE PLANNINGEstate executor checklistFinancial communication tracker

F

PHYSICAL INVENTORYHow to create a household inventoryHousehold inventory tracker

☐ Store receipts/warranties/insurance of expensive items at the end of the tracker

E

Celebration of life & funeral arrangement planner

Page 4: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

NAME CHANGE TRACKERUse this form any time you need to legally change a name (marriage, divorce, adoption, etc.). This form covers the major areas, but you

may want to add post-it notes or an additional page to keep track of what is complete. It can take a year or more to track down all the

places that you have your former name.

☐ Proof of change: (marriage license, divorce decree, adoption papers, or court document) - if possible, get multiple certified copies

☐ Proof of citizenship (passport or birth certificate)

☐ Proof of identity (driver’s license, state ID, or passport) with name, address, and photo

☐ Check your state and local laws for other requirements

DOCUMENTS REQUIRED

☐ Amended birth certificate (if adopting)

☐ Social Security Office - get updated SS Card

☐ Driver’s License (check state requirements for paperwork and fees)

☐ Passport (Form DS-5504 or DS-82, updated photos, application for name change, and fees)

https://travel.state.gov/content/travel/en/passports/apply-renew-passport/change-correct.html

☐ Global Entry

☐ TSA PreCheck

☐ Any frequent flyer programs, car rentals, hotel rewards

☐ Voter registration

CHANGE FIRST (you need these as identification to change the rest)

☐ Your employer

☐ Professional license (doctor, lawyer, teacher, cosmetologist, etc.)

☐ Car title

☐ Deeds to any owned property

☐ Rent/Mortgage company

☐ Bank

☐ Checking

☐ Savings

☐ Retirement

☐ Investment

☐ Loans

☐ New debit card

☐ New checkbooks

☐ Credit Cards

☐ Major credit cards

☐ Store credit cards

CHANGE NEXT

☐ Gym/fitness center

☐ Library

☐ Schools / colleges

☐ Notify registrar

☐ Alumni associations

☐ Professional organizations

☐ Medical providers

☐ Veterinarian for pets

☐ Insurance companies (auto, dental, health, home life)

☐ Utility Companies

☐ Cable

☐ Electric

☐ Gas

☐ Phone

☐ Sewer

☐ Water

☐ Companies

☐ Rewards programs (grocery store, clothing stores, hardware store, etc)

☐ Subscriptions (magazines, media like Hulu or Pandora, etc)

☐ Communications

☐ Email

☐ Social Media

☐ Websites

☐ Amazon

☐ PayPal

☐ Last will and testament

☐ Power of attorney or health care proxy

☐ ☐ ☐

Page 5: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

MILITARY RECORDS CHECKLISTYour military records can be vital in ensuring you receive the military and veteran benefits you have earned. Unfortunately, the military

sometimes loses records or important paperwork. We want you to be able to keep the necessary records, for the time you need them, AND

be able to access them if you need to provide them. Here are our suggestions:

☐ Enlistment contract

☐ Re-enlistment contract (with bonus information)

☐ Other contracts - extensions, bonuses, promotions, commission, etc.

☐ Military orders - temporary duty, deployments, activations, mobilizations, etc.

☐ Discharge paperwork (DD 214 for active duty)

☐ Pay statements

☐ Benefits statements

☐ Retirement paperwork

☐ Medical records (especially if any service connected injuries)

KEEP FOREVER

☐ Training certificates for computer-based trainings

☐ Hand receipts for issued and returned items (cold weather gear, gas mask, computer, etc.) - you can use a sheet protector or slash pocket for this

☐ Annual training requirement receipts

SHORT TERM RECORDS

☐ Awards

☐ Decorations

☐ Certificate of eligibility for VA loan

☐ Certificate of eligibility for GI bill

☐ Disability certificate and coverage records (if applicable)

☐ Service number

☐ Social security number

☐ Any EFMP or Q-coded paperwork for your children/dependents

These are records you need for a shorter time, but will not need forever. These can be things like an updated annual training receipt or

paperwork specific to a duty station or deployment. Keep the records as long as you are in an assignment or until your training expires.

☐ Any paperwork for your current assignment (training requirements, equipment issued, etc.)

☐ Permanent Change of Station (PCS) instructions

☐ Household inventory (when moving to a new duty station)

DUTY STATION TRACKERUse this tracker to document any PCS’s.

Assignment Location Report Date Departure Date Point of Contact

Assignment Location Report Date Departure Date Point of Contact

Assignment Location Report Date Departure Date Point of Contact

Assignment Location Report Date Departure Date Point of Contact

Assignment Location Report Date Departure Date Point of Contact

Page 6: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

BUSINESS INFORMATION

BUSINESS INFORMATION

Business name

Business ownership

Business address & phone number

License number & city, state

Type of business (sole proprietor, partner-ship, LLC, S-Corp., etc.)

SSN/EIN

Website

DBA information

Bank account

Credit account

Use this tracker to keep your core business information easily accessible for quick reference or for evacuation orders.

LEGAL PROTECTIONS

Copyright

Registered

Trademark

Patent

MARKETING INFORMATION

Mission

Tagline

Business category

Other

Page 7: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

BUSINESS INFORMATION (CONT’D)

SEARCH ENGINE / WEBSITE LISTING INFORMATION

Google

Bing

Yelp

Yahoo

Trip Advisor

Yellow Pages

Facebook

Instagram

Pinterest

SUPPORT TEAM NAME AND CONTACT INFO

Accountant

Attorney

Bookkeeper

Graphic designer

Insurance

Personal assis-tant / Secretary

Web designer

Page 8: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

VEHICLE INFORMATION TRACKER

Maintenance Records - Include oil changes, tire rotations, air filter changes, etc.

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

Date Service

VEHICLE NICKNAME

Vehicle year VIN

Make Purchase date

Model Purchase price

Seller name Seller contact info

Model info Purchase mIleage

Tire size Gas & oil type

Preferred Mechanic Company

Contact name Phone

Address

Page 9: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

ESTATE EXECUTOR CHECKLISTIMPORTANT CONTACT INFORMATION

Executor name / Contact

Backup executor name /Contact

Attorney

Accountant

Other professionals

LOCATION OF VITAL DOCUMENTS

Document Location Notes

☐ Will

☐ Trust(s)

☐ Letter of instruction

FAMILY MEMBERS AND FRIENDS

Person Contact Information Notes

Spouse

Children / Dependents

Close friends

Page 10: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

ESTATE EXECUTOR CHECKLIST (CONT’D)

NOTIFICATION LIST

Notify Contact Information Date/Notes

☐ Social Security

☐ IRS

☐ Pension plan

☐ Retirement plan

☐ Homeowner’s insurance

☐ Insurance agent

☐ Life insurance

Utilities

☐ Electric

☐ Gas

☐ Water / Sewer

☐ Trash

☐ Phone

☐ Cable

☐ Internet

☐ Security

☐ Bank account(s)

☐ Attorney of deceased

☐ Accountant /Tax preparer of deceased

Need final tax return in the year of death for the estate

☐ Financial planner or advisor of deceased

☐ Heirs of the estate

Page 11: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

ESTATE EXECUTOR CHECKLIST (CONT’D)

ACTION DATE COMPLETED NOTES

☐ Redirect or forward mail for estate

☐ Order multiple death certificates

Order one for each account, property, vehicle, stock certificate, bank account, tax return, and extras - they are usually less expensive to purchase in bundles

☐ Make an inventory list of all assets and liabilities of the deceased/estate

Secure the residence. Locate:

☐ Wallet

☐ Credit cards

☐ Checkbooks

☐ Cell phone

☐ Laptop

☐ Tablet

☐ Keys

☐ Jewelry

☐ Art

☐ Valuables

☐ Weapons

If family has strained relationships, consider changing the locks at time of death to prevent looting

☐ Secure any other property (rental, business, etc.)

Secure other assets:

☐ Maintain insurance policies

☐ Pay any outstanding mortgage payments

☐ Pay any active utilities

☐ File for insurance benefits

☐ Cash in unused tickets

☐ Cancel any memberships or subscriptions

☐ Return any packages/purchases that arrive

☐ Close any open credit/brokerage accounts

Check on and record list of beneficiaries of accounts

Use the printables contained in the Financial Organizing Binder to make a list of assets and liabilities

Page 12: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

ESTATE EXECUTOR CHECKLIST (CONT’D)

ACTION DATE COMPLETED NOTES

☐ Check for and empty safe deposit box

☐ Determine how assets are titled and how they will be dispersed

Options are joint with right of survivorship or payable on death or none

☐ Notify any creditors of the estate (anyone owed money by the deceased) and pay them

Common creditors include: attorneys, accountants, appraisers, taxes, funeral home

☐ File tax returns for the estate The final return is filed the year AFTER death

☐ Collect any money owed to the deceased/estate

☐ Open a bank account for the estate - use to pay expenses

Record expenses, mileage, time spent. Some executors are able to receive a fee for their services

☐ File probate if needed (with court)

Seek the advice of an attorney to determine if needed

☐ Liquidate (sell) items as needed

☐ Disperse the estate to heirs - AFTER all other costs are paid

☐ Give any gifts to charity as directed in will, trust, or instructions

☐ Pass on any final letters, videos, or other communication

IF DECEASED HAS MINOR CHILDREN

Action Date Completed Notes

☐ Court to appoint a guardian for child(ren)

☐ Establish guardian of the estate for assets to support child(ren)

Page 13: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

FINANCIAL COMMUNICATION TRACKER

DATE SPOKE/MET WITH DISCUSSION TOPICS ACTION NEEDED

Use this tracker to document communication with lawyers, accountants, financial advisors (print extra copies if you want to use

one sheet for each professional) regarding your own finances (or a family member if you are executor of an estate).

Page 14: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

CELEBRATION OF LIFE & FUNERAL ARRANGEMENT PLANNERFull legal name ______________________________________________________________________________________________________________________

Other (maiden) names used _______________________________________________________________________________________________________

Social Security #_______________-____________-______________ Driver’s license number _______________________________________________

Green card number _______________________________________________________ Visa number __________________________________________

Birthdate __________________________________ City / State of birth ___________________________________________________________________

Mother’s maiden name _______________________________________________ Father’s name _____________________________________________

Marital status ____ Single / Never Married ____ Married ____ Widowed ____ Divorced

Spouse / Partner name _____________________________________________________________________________________________________________

Marriage date & location ___________________________________________________________________________________________________________

Ethnic heritage _____________________________________________________________________________________________________________________

Children (name, birthdate, birthplace) ____________________________________________________________________________________________

___________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

ARMED FORCES SERVICE

Branch ________________________________________________________

Dates __________________________________________________________

High school ____________________________________________________

Postsecondary school(s) _______________________________________

___________________________________________________________

Work achievements / Union affiliations ____________________________________________________________________________________________

___________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

Hobbies / Interests / Volunteer work ________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

Clubs / Lodges / Civic / Memberships in organizations ______________________________________________________________________________

___________________________________________________________________________________________________________________________

Special recognitions or achievements ______________________________________________________________________________________________

___________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

Survived by _________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

Preceded in death by ______________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________

Page 15: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

Funeral Plans

PEOPLE TO NOTIFY

Name & Relationship Contact Information

Newspapers to notify / Request obituary:__________________________________________________________________________________________

PREPAID FUNERAL PLAN (IF APPLICABLE)

Name of provider

Address

Phone number

Plan / Policy number

Cemetery

Plot number

Location of paperwork

CELEBRATION OF LIFE & FUNERAL ARRANGEMENT PLANNER

Page 16: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

PREFERENCES FOR FUNERALArrangements should be made by (select all desired):

☐ My spouse / partner

☐ My child(ren) ____________________________________________

__________________________________________________________

__________________________________________________________

☐ My father

☐ My mother

☐ Siblings _________________________________________________

__________________________________________________________

☐ Other ___________________________________________________

PREFERENCES FOR REMAINS (BODY): ☐ Ground burial

☐ Preferred casket _____________________________________

☐ Cemetery _______________________________________________

☐ I have a plot (number) _______________________________

☐ I do not have a plot

☐ In a national cemetery (veterans, etc.)

☐ Vault type ________________________________________________

☐ Opening/closing grave fees _____________________________

☐ Tent/chair fees __________________________________________

☐ Mausoleum

☐ Preferred container _____________________________________

☐ I have purchased a crypt (number): ______________________

☐ I have not purchased a crypt

☐ Cremated with ashes

☐ Preferred urn _________________________________________

☐ Buried in a cemetery _____________________________________

☐ In a mausoleum _________________________________________

☐ Scattered at ___________________________ (check local laws)

☐ Other ___________________________________________________

☐ I have registered to donate my body/organs to

___________________________________________________________

☐ They will manage my body

☐ They will return my ashes ___________________________

☐ Headstone / Marker Instructions

__________________________________________________________

__________________________________________________________

FUNERAL PLAN ☐ Funeral followed by a burial or cremation

☐ Direct burial or cremation followed by a memorial service

☐ DIrect burial or cremation with no service

☐ Vigil or prayer service

☐ Other ______________________________________________________

VISITATION AND VIEWING PREFERENCES (choose all that apply)

☐ Funeral home

☐ Place of worship

☐ Open casket

☐ Viewing at funeral home only

☐ Viewing at place of worship only

☐ No viewing (closed casket)

☐ Family preference (by above people)

☐ Other ______________________________________________________

☐ Preferred clothing/outfit ____________________________________

☐ Photos to be used for hair/makeup artist

☐ Glasses to be worn? yes / no

☐ Glasses to be buried with body? yes / no

☐ Jewelry to be worn _________________________________________

☐ Jewelry to be buried with body? yes / no

☐ Jewelry to be returned to _______________________________

☐ Displays to prepare

☐ Photographs

☐ Religious or fraternal items

☐ Other

SERVICE (choose all that apply)

☐ Funeral ceremony at place of worship _____________________

☐ Funeral ceremony at funeral home ________________________

☐ Memorial service at ________________________________________

☐ Graveside service at ________________________________________

☐ No service

CELEBRATION OF LIFE & FUNERAL ARRANGEMENT PLANNER

Page 17: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

Use this worksheet to document your pets, their health records, and your wishes regarding their care after you are gone.

PETS INFORMATION SHEET

IF DECEASED HAS PETS

Pet Name Guardianship

Person who has agreed to take ownership ____________________________________________

Alternate new owner __________________________________________________________________

If unable to find new owner, please donate to shelter _________________________________

Person who has agreed to take ownership ____________________________________________

Alternate new owner __________________________________________________________________

If unable to find new owner, please donate to shelter _________________________________

PET NAME _________________________________________________________________________ Birthdate ________________________________

Weight _______________________________ Allergies _______________________________________________________________________________

Veterinarian name ____________________________________________________________________________________________________________

Address: ___________________________________________________________________________ Phone ___________________________________

Medications ___________________________________________________________________________________________________________________

DOG ☐ Rabies __________

☐ Distemper __________

☐ Bordetella __________

☐ Hepatitis __________

☐ Leptospirosis __________

THE

BASI

CSIM

MU

NIZ

ATIO

NS

_______________________________________________________________________________________________________________________________

☐ Parvo __________

☐ Parainfluenza __________

☐ Flu __________

☐ Heartworm __________

CAT: ☐ Herpes __________

☐ Calici __________

☐ Feline distemper __________

☐ Feline leukemia __________

☐ Rabies __________

☐ Heartworm __________

NOTES

PET NAME _________________________________________________________________________ Birthdate ________________________________

Weight _______________________________ Allergies _______________________________________________________________________________

Veterinarian name ____________________________________________________________________________________________________________

Address: ___________________________________________________________________________ Phone ___________________________________

Medications ___________________________________________________________________________________________________________________

DOG ☐ Rabies __________

☐ Distemper __________

☐ Bordetella __________

☐ Hepatitis __________

☐ Leptospirosis __________

THE

BASI

CSIM

MU

NIZ

ATIO

NS

_______________________________________________________________________________________________________________________________

☐ Parvo __________

☐ Parainfluenza __________

☐ Flu __________

☐ Heartworm __________

CAT: ☐ Herpes __________

☐ Calici __________

☐ Feline distemper __________

☐ Feline leukemia __________

☐ Rabies __________

☐ Heartworm __________

NOTES

Page 18: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

SERVICE OFFICIANTS/PARTICIPANTS ☐ Clergy/speaker (preferred) _______________________________

☐ Clergy/speaker (2nd choice) _____________________________

☐ Other speaker ___________________________________________

☐ Preferred eulogy speaker ________________________________

PREFERRED READINGS/POETRY/SCRIPTURE/RELIGIOUS TEXT

☐ _________________________________________________________

☐ _________________________________________________________

☐ _________________________________________________________

PREFERRED MUSIC SELECTIONS ☐ Pre-Recorded Music

☐ Live

☐ Soloist

☐ Organist / Pianist

☐ Group / Musicians

☐ Songs

☐ _______________________________________________________

☐ _______________________________________________________

☐ _______________________________________________________

☐ _______________________________________________________

SERVICE AFFILIATIONS TO INCLUDE ☐ N/A

☐ Military (contact local VFW, Foreign Legion, Dept. of Veterans Affairs) ________________________________________

☐ Flag

☐ Folded

☐ Drape casket

☐ Lodge ____________________________________________________

☐ Other ____________________________________________________

☐ Other ____________________________________________________

☐ Other ____________________________________________________

PALLBEARERS (preferred/suggested)

☐ _____________________________________________________________

☐ _____________________________________________________________

☐ _____________________________________________________________

☐ _____________________________________________________________

☐ _____________________________________________________________

☐ _____________________________________________________________

FLOWER PREFERENCES ☐ N/A

☐ Casket spray

☐ Lid arrangement

☐ Standing spray

☐ Special symbols

☐ Other

☐ Preferred flowers __________________________________________

☐ Flowers to avoid ____________________________________________

☐ No flowers

☐ In lieu of flowers, memorial a donation to the following organizations, charities, or ministries is preferred:

☐ __________________________________________________________

☐ __________________________________________________________

☐ __________________________________________________________

MEAL/FELLOWSHIP AFTER SERVICEIf there is a funeral meal, I would like the gathering to be at:

☐ Preferred restaurant/caterer _______________________________

☐ Preferred location for meal _________________________________

☐ This should be paid by my estate

GUEST BOOK AND THANK YOU NOTES ☐ Guest book to be delivered to ______________________________

☐ Thank you notes to guests who attend the memorial service will be written by ___________________________________

_____________________________________________________________

CELEBRATION OF LIFE & FUNERAL ARRANGEMENT PLANNER

Page 19: Financial ORGANIZING · 2019-03-22 · Financial Organizing Binder FINANCIAL ORGANIZING BINDER The Financial Organizing Binder is designed to store all the important financial information

Financial Organizing Binder

SPECIAL NOTES AND WISHES

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

MESSAGES TO MY LOVED ONES

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

INDIVIDUALS WHO HAVE INFLUENCED MY LIFE

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

I WOULD LIKE TO BE REMEMBERED FOR

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

______________________________________________________________

CELEBRATION OF LIFE & FUNERAL ARRANGEMENT PLANNER


Recommended