Important Records Spreadsheet

Organize all of your important records and documents in one easy to use Google Sheet Spreadsheet.

  • A record for you and your family of all of the information needed in an emergency.
  • Have all of the information you need in ONE PLACE for the completion of forms like the FAFSA, insurance forms, mortgage and other loan applications, etc.

Includes 8 Tabs:

  • Personal Information
  • Key Contacts and Advisors
  • Location of Documents
  • Bank/Investment/Credit Accounts
  • Insurance Policies
  • Property Records
  • Health Insurance
  • Healthcare Providers

Spreadsheet is easy to use and can be edited for your own needs.

$7.00

WHAT YOU WILL RECEIVE:


✔️  PDF with link to download the Spreadsheet

✔️ Google Sheets Important Records Spreadsheet

Contact us with any questions:)

Ongoing Access

Ongoing access to all purchased video and course content.

Additional information