Adult & Senior Money · Money Management
Financial Records Organizer & Document Locator
Important papers are only useful if you can find them. This calm, large-print pack helps you decide what to keep and how long, then write down where every important document lives and who to call — so anyone, including a trusted family member, can find what they need in minutes. No app, no login — just a pen.
How It Works
Sort it, locate it, and be ready
Gather the pile you’ve been meaning to deal with, then work the pages in order. In one sitting you’ll know what to keep, what to shred, and exactly where everything is.
Sort what to keep
Use the retention chart to sort your papers into five simple groups — keep for life, seven years, one year, until replaced, or shred when done.
Locate every document
Write where each important paper is kept and who to call for a replacement. One page can save hours in an emergency.
Be ready
Fill in your contacts, an in-case-of-emergency sheet, and a simple filing system — then keep it current with a once-a-year review.
What’s Inside
Ten pages to put your papers in order
- What to Keep & How Long — a clear five-group retention chart
- Document Locator — where each important paper is kept and who to call
- Important Contacts — bank, insurance, benefits, advisor, attorney, and more
- In Case of Emergency — what a trusted person needs to find
- Set Up Your Filing System — starter folder categories and labeling tips
- Yearly Records Review — a checklist to keep everything current
- Digital & Online Accounts — track where your online records live
- Quick Reference Card — a cut-out card of how long to keep records
- How-to page — what to gather and one simple privacy rule
- Low-ink black-and-white version of the whole pack
Get It
Try the free sample, or get the full pack
Free with a free account
Free sample — keep chart + locator
Try it today: the how-to page, the What to Keep & How Long chart, and the Document Locator — the two most useful pages to start with. Create a free Money Instructor account to download — already a member? Just log in.
Included with paid membership
The complete pack
All ten pages — the retention chart, document locator, important contacts, an in-case-of-emergency sheet, a filing-system starter, a yearly review checklist, a digital-accounts page, and a cut-out quick-reference card — plus a low-ink black-and-white version. Free and logged-out visitors are prompted to create an account or upgrade.
Who It’s For
Anyone who wants their papers in order
Adults getting organized
Finally sort the pile, and know exactly what to keep, what to shred, and where it all lives.
Seniors & caregivers
A large-print sheet so a trusted family member can find important documents when it matters.
Teens & young adults
Set up a first filing system and learn how long to keep records — a real-world life skill.
Life-skills & adult ed
A hands-on, no-tech personal-finance activity with a clear reference chart.
Pair It Up
Organize your bills, too
Once your records are in order, keep the momentum going. The Money Instructor Bill Payment Calendar & Bill Tracker and Subscription Audit Worksheet are large-print companions for the money that moves every month — a natural next step from this pack.
Questions
Frequently asked questions
How long should I keep financial records?
Is this printable free?
Is it safe to write my information on it?
Do I need any apps or accounts?
Is this legal or financial advice?
Is there a low-ink version?
Ready to Get Organized?
Put your papers in order — so anyone can find what they need
Try the free sample, or get the full ten-page pack — the retention chart, document locator, important contacts, an in-case-of-emergency sheet, a filing-system starter, a yearly review, and a cut-out quick-reference card.