Retiree Emergency Binder Printable, Legacy & Final Wishes Planner, Important Documents Organizer, Digital PDF
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A printable emergency and legacy binder made for retirees: everything your family would need to know if something happened to you, organized in one place. Instant digital download in US Letter and A4.
If you were suddenly ill, injured, or gone, would your family know who to call, which bills to pay, where your insurance policies are, or what you would want? This binder makes sure they would. Filling it in is one of the kindest things you can do for the people you love.
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WHAT'S INSIDE: 27 PAGES, 14 SECTIONS
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- About Me: personal information pages for you and your spouse or partner
- Emergency Contacts: family, friends, neighbors, and who has a key
- Medical: doctors, pharmacies, medical summaries, and medication lists for two people
- Insurance: Medicare, supplements, Part D, life, long-term care, home, and auto
- Income: Social Security, pensions, retirement accounts, and RMD notes
- Financial Accounts: banks, investments, credit cards, and safe deposit box
- Bills & Automatic Payments: what to pay, when, and what to cancel
- Home & Property: utilities, service providers, shut-offs, keys, and vehicles
- Digital Life: devices, online accounts, and where passwords are stored
- Pets: care instructions for the animals you love
- Legal Documents: where your will, powers of attorney, and directives are kept
- Final Wishes: funeral, service, and obituary preferences
- Letters to Loved Ones
- Annual Review checklist and log, plus notes pages
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MADE FOR RETIREES
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Includes the details other binders miss: where your Medicare card is kept, pensions and required minimum distributions, military discharge papers (DD-214), and prepaid funeral arrangements.
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SAFE BY DESIGN
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Every page is set up to record WHERE things are kept and the last four digits only. Never full account numbers, PINs, or passwords.
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HOW TO USE IT
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PRINTABLE: Print at home and keep it in a 3-ring binder. Print extra copies of any page you need more of.
DIGITAL: Fill it in on your tablet in GoodNotes, Notability, or any PDF app. Tap the contents page to jump to any section.
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A THOUGHTFUL GIFT
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A practical, caring gift for retiring parents, a new retiree, or anyone who has said "I really need to get my affairs in order."
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WHAT YOU'LL RECEIVE
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- 2 PDF files: US Letter (8.5 x 11 in) and A4
- 27 pages each
- Instant download
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PLEASE NOTE
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- This is a digital download. No physical binder will be shipped.
- This binder is an organizational tool. It is not a will, power of attorney, or advance directive, and it does not replace legal, financial, or medical advice.
- For personal use only. Please do not share or resell the files.
- Digital purchases are non-refundable except where required by law. If you have any trouble with your files, send me a message and I'll be happy to help.
Prefer bigger text? A Large Print Edition is also available in my shop.
Created by Quiet Living Press.
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Designed by
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Item typeDigital download
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Digital file type(s)2 PDF
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Width8.5 Inches
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Height11 Inches
If something goes wrong with an order, we've got your back on all eligible purchases. View program terms
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