Important Records

Designed as a hardbound journal with 8.5 by 11 inch pages, this organizer collects the family, household, and financial details people often need in one place. It is divided into eleven sections: Family, Pets, Home, Community, Income and Assets, Debts and Liabilities, Insurance, Medical Information, Estate Planning, Professional Advisors, and Storage and Safekeeping.

Each section offers an extensive menu of possible records. Readers choose the entries that apply to them, complete those, and leave the rest blank, so the journal can be shaped around a particular household.

The journal serves two main purposes. It can be brought to meetings with an accountant, attorney, or physician, or it can serve as a reference for anyone caring for the home or pets, such as a babysitter, housesitter, or petsitter. It also makes a gift for occasions such as a new home, a new job, a bridal or baby shower, a birthday, or a retirement party.