Financial Records Organizer 2.0 Deluxe for Mac [Download]

Who is organizing your family records and financial information? If you pass away or become incapacitated, does your family, loved ones, and advisers know where the important documents are? Are they easily accessible? One of the most common mistakes people make is not preparing and communicating this information. This is why Financial Records Organizer was created. Financial Records Organizer is an easy-to-use, comprehensive program for records and information organization. It has been specifically designed to help organize, record, and store all your family records and financial information in one place. Financial Records Organizer 2.0 has been updated and improved with many new and enhanced features including new menu bar navigation and functions for save, delete, backup and restore, and reports, updated toolbar for quick access to features, updated and new report generation capabilities to generate, save, and print reports, new help features and content, updated worksheets and checklists, and new AES-encrypted Zip files with AES-256 encryption to protect user data files. Financial Records Organizer includes 18 worksheets for recording: important contacts; important home locations; location of documents; personal information for adults, children, and grandchildren; medical records; military service records; passwords and PINs; financial information for bank accounts, credit/debit cards, and loans; investment information for money market accounts, CDs, mutual funds, brokerage accounts, and children's accounts; retirement information for pensions benefits, social security benefits, annuities, IRAs, 401(k), 403(b), Keogh, SEP; life insurance, vehicle insurance, and other insurance policies; real estate and property; safety deposit boxes; home inventory; pets; storage rental; funeral and burial arrangements; child guardianship; cash flow analysis; net worth analysis; total gross estate analysis. Financial Records Organizer includes 4 checklists: how long to keep documents; tax preparation; estate planning; computer and online safety. Financial Records Organizer has advanced report generation capability allowing you to print or save all worksheets and checklists. Financial Records Organizer should be used in conjunction with legal documents, such as a Will or Trust, to help ease the burden of so many personal and legal issues at the time of your death or incapacity. System Requirement: Java 7 or higher (free download from Oracle Corporation website)