Download Your Personal Record Keepers Today.

You'll Use Them for Years.

Important: Our record keepers require Microsoft® Word or a compatible word processor such as Google Docs or Apple Pages.

What Makes Our Record Keepers Unique

  • All you need is a computer & Microsoft® Word or a compatible word processor such as Google® Docs or Apple® Pages. No account to sign into, password to remember, software to install or hard-to-fill PDF's.

  • Edit to meet your family's unique and changing needs. Add new categories. Delete ones that don't apply to you. Change font sizes and colors.

  • Unlike paper-based record keepers, no messy cross outs, erasures or illegible handwriting to deal with. Just type, save and print a pristine new copy.

  • Keep vital details at your fingertips for deskside reference.

  • Make print or digital copies to share with loved ones, your lawyer, executor, financial or estate advisor.

  • We've even thought of things that may not have occurred to you. Did we miss something? Simply add it yourself.

  • Use with desk and laptop computers. Access on tablets and smartphones.

  • Attach PDF's, jpegs, word docs, screenshots...anything you want. Add links for quick access to important web resources.

  • Purchase once and you're done.  

  • You control where your records are kept and who can see them. Upload to a cloud service like Dropbox®, iCloud®, Google® Drive or OneDrive® to protect your data from prying eyes, fire, flood, natural disasters, accidental deletion, hackers, computer viruses, breakdowns, damage, loss or theft. On your computer, password protect your record keeper using Microsoft® Word. 

  • Upload your record keepers to a cloud service to access your records from the office or while traveling...anywhere there's an internet connection. 

  • Anyone you share your record keepers with will appreciate how comprehensive and thoughtfully designed your records are. You'll be proud to share them.

Photo of personal record keeper on laptop screen