InformationSAFE is Complete

Overview

Easy To Use

Complete

Secure

Flexible

Home Edition

Small Business Edition

InformationSAFE is Complete

We've researched and created over 250 Record Templates and organized them into seven intuitive categories to make it easy for you to capture all the critical information you need to be organized and prepared. While you may not need every template to capture your data, InformationSAFE gives you the peace of mind of knowing the information templates are there when you need them.

Click on any category below to view the many InformationSAFE Record Templates included in both the Web and Desktop Versions.

Home Edition

Personal Info

My Profile
Emergency Info
Drivers License
Education
Computer/Web
- Computer Password
- Email Account
- Social Networks
- Web Accounts
  - Financial
  - Retailing
  - Travel
  - Other Web
- Other Computer/Web
Employment
- Employment History
- Military Service
- Resume
Family Related
- Family History
- Family Profile
  - Children
  - Parents
  - Siblings
  - Spouse
  - Other Family
- Pets
- Other Family
Loyalty Programs
- Airline Frequent Flier
- Hotel Loyalty
- Credit Card Loyalty
- Other Loyalty
Home Alarm System
Locks
Memberships
Offline Access
Previous Address
PO Box
Resume
Safe Deposit Box
Other Personal Info

Financial

Bank Accounts
- Checking
- Savings
- Certificate of Deposit
- Money Market
- Other Banking
Cash
Company Benefit Plan
Credit
- Auto Loan
- Auto Lease
- Credit Cards
- Credit Report
- Home Loan
- Personal Loan
- Store Cards
- Student Loan
- Other Loan
Non-Retirement Income
- Alimony
- Deferred Compensation
- Disability
- Employment
- Trust
- Other Income
Investments
- Alternative Investments
- Annuity
- Bonds
- Brokerage Accounts
- Commodities
- Educational Savings Plan (529)
- Mutual Fund Account
- Securities
- Treasuries
- Other Investment
Purchase Records
Retirement Related
- 401-K
- 403-B
- IRA
- Keogh
- Pension
- Social Security Card
- Other Retirement
Taxes
- Tax Records
- Tax Returns
- Property Taxes
- Other Tax
Other Financial

Insurance

Accident
Dental
Disability
Drug
Health
- Behavioral
- Medical
  - Private
  - Medicare
  - Medicaid
  - Medicare Supplement
  - Veterans Adminstration
  - Other Medical
- Vision
Home Related
- Earthquake
- Flood
- Homeowner
- Property
- Renters
- Rental Property
Life
Long Term Care
Umbrella
Vehicles
- Automobile
- Boat
- Motorcycle
- Recreational
- Other Vehicle
Other Insurance

Legal

Birth Certificates
Citizenship Records
Contracts
Copyrights
Death Certificates
Deeds
Estate Planning
- Advance Medical Directive
  - Health Care Proxy
  - Living Will
  - Do Not Resuscitate Order
  - Other
- Guardianship Docs
- Durable Power of Attorney
- Trust Agreements
- Will
Immigration
Leases
Marriage Related
- Divorce Documents
- Marriage Records
- Prenuptial Agreement
- Other Marriage
Passport
Small Business
Visas
Work Related
- Military Records
- Social Security Card
- Work Permits
- Work Licenses
- Other Work
Other Legal

Health

Dental Records
Medical History
- My Medical History
- Children
- Parents
- Siblings
- Spouse
- Other Family
Medical Information
- Allergies
- Blood Type
- Conditions
- Diseases
- Immunizations
- Prescriptions
- Surgery/Procedures
- Other
Other Health
Final Arrangements
- Cemetary Plot
- Final Instructions
- Organ Donor
- Funeral Details
- People to Notify
- Places to Notify
- Prepaid Items
- Others Wishes

Property

Real Estate
- Co-op/Condominium
- Mobile Home
- Primary Home
- Rental Property
- Storage Space
- Timeshare
- Vacation Home
- Other Real Estate
Small Business
- Business Overview
- Key Assets
- Key Liabilities
- Other Small Business
Vehicles
- Automobile
- Boat
- Motorcycle
- Recreational
- Other Vehicle
Bedding
Clothing
Collectibles
- Antiques
- Art
- Coins
- Memorabilia
- Stamps
- Wine / Liquor
- Other Collectibles
Dining/Kitchen Applicances
- China
- Crystal/Glassware
- Silver
- Other Kitchen/Dining
Equipment
- Computers Equipment
- Electronic Equipment
- Musical Instruments
- Office Equipment
- Photographic Equipment
- Sports Equipment
- Tools/Work Equipment
- Yard Equipment
- Other Equipment
Floor Covering
Furniture
Furs
Guns
Holiday Items
Jewelry
- Earing
- Neckace
- Ring
- Watch
- Other Jewelry
Media
- Books
- CDs
- DVDs
- Photos
- Records
- Videos
- Other Media
Religious Items
Other Property

Key Contacts

Accountant
Address Book
Attorney
Auto Mechanic
Doctors
- Dentist
- Medical Specialist
- Primary Physician
- Therapist
- Veterinarian
Estate Planning
- Child Guardian
- Executor
- Trust Advisor
Family Members
Financial Advisor
Friends
Funeral Director
Home Related
- Babysitter/Nanny
- Computer Technician
- Electrician
- Home Repair
- Health Aid
- Landlord
- Lawn Care
- Painter
- Plumber
- Other Home Related
Insurance Agent
Mentor/Life Coach
Real Estate Broker
Spiritual Advisor
Telecom Providers
- Cell Phone
- Home Phone
- Internet
- Cable
- Other Telecom
Utlilities
Other Key Contacts