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.
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WHAT YOU WILL RECEIVE:
Contact us with any questions:)
Ongoing access to all purchased video and course content.