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InformationSAFE is Complete
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

PlusMinusPersonal 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
PlusMinusFinancial
  • 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
PlusMinusInsurance
  • 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
PlusMinusLegal
  • 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
PlusMinusHealth
  • 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
PlusMinusProperty
  • 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
PlusMinusKey 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

Small Business Edition

PlusBusiness Info
PlusMinusFinancial
  • Bank Accounts
    • Checking
    • Savings
    • Certificates of Deposit
    • Money Market
    • Other Banking
  • Cash
  • Credit Accounts
    • Business Line of Credit
    • Commercial Loan
    • Commercial Property Loan
    • Credit Cards
    • Promissory Notes
    • Vehicle Loan
    • Credit Reports
    • Other Credit Accounts
  • Financial Software
  • Investments
    • Alternative Investments
    • Annuity
    • Bonds
    • Brokerage Accounts
    • Commodities
    • Mutual Funds
    • Securities
    • Treasuries
    • Other Investments
  • Leases
    • Equipment Leases
    • Property Lease
    • Vehicle Lease
    • Other Leases
  • Merchant Processing
  • Purchase Records
  • Reporting
    • Financial Reports
    • Budget Reports
    • Other Reporting
  • Sales Records
  • Taxes
    • Tax Records
    • Tax Returns
    • Property Taxes
    • Sales Tax
    • Withholding Tax
    • Other Taxes
  • Other Financial
PlusMinusInsurance
  • Business Interruption
  • Business Owners Policy
  • Commercial Property
  • Liability
    • Errors & Omissions
    • General Liability
    • Malpractice
    • Other Liability
  • Management & Professional
  • Umbrella
  • Vehicle
  • Warranties
  • Other Insurance
PlusMinusLegal
  • Affidavits
  • Agreements
  • Assignments
  • Bonding
  • Contracts
  • Confidentiality
  • Copyrights
  • Deeds
  • Partnerships
  • Patents
  • Power of Attorney
  • Permissions
  • Trademarks
  • Work Approvals
    • Licenses
    • Work Permits
    • Work Licenses
    • Other
  • Other Legal
PlusMinusHR
  • Employee Files
  • Employee Information (A-H)
  • Employee Information (I-P)
  • Employee Information (S-Z)
  • Employee Benefits
    • Dental Benefits
    • Short Term Disability
    • Life Insurance
    • Medical Benefits
    • Workers Comp Coverage
    • Other Benefits
  • Human Resources
    • Forms
    • Policies
    • Procedures
    • Other Human Resource
  • Payroll Information
  • Non-retirement compensation
    • Bonuses
    • Profit Sharing
    • Stock Options
    • Other Non-Retirement Comp
  • Retirement Plans
    • Annuities
    • 401(k) Plans
    • 403(b) Plans
    • Pension Fund
    • IRA
    • Keogh Plan
    • Other Retirement Plans
PlusMinusProperty
  • Real Estate
    • Business Property
    • Farm
    • Land
    • Office Co-op/Condominium
    • Storage Space
    • Other Real Estate
  • Equipment
    • Computer Equipment
    • Electronics Equipment
    • Office Equipment
    • Tools/Work Equipment
    • Other Equipment
  • Vehicles
    • Automobile
    • Trailers
    • Trucks
    • Other Vehicles
  • Other Assets
PlusMinusKey Contacts
  • Accountant
  • Address Book
  • Attorney
  • Bank Representative
  • Board Members
  • Business Advisor
  • Consultant
  • Customer List
  • Financial Advisor
  • Insurance Agent
  • Landlord
  • Maintenance & Repair
    • Auto
    • Cleaner
    • Computer Technician
    • Electrician
    • Lawn Care
    • Painter
    • Plumber
    • Repairman
    • Other Maintenance
  • Notary
  • Real Estate Broker
  • Suppliers/Vendors
  • Agencies
  • WEBmaster
  • Other Key Contacts