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 virtually no one will use every template, 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.

Personal Information

• 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 Records

• 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 Information

• 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 Documents

• 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 Records

• 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

Personal 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