Information Organizer Puts Your Important Documents at Your Fingertips!

Getting organized isn't particularly difficult, it just takes a little time and the determination to get it done. We've taken much of the guesswork out of getting organized with our Records Checklist.

It's been said that a problem well-defined is half-solved. OA's checklist will get you half way to getting better organized. Use it as a guide to help you gather all your important documents.

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The Easiest Way Ever to Get Organized!

 Information Organizer (IO) is a FREE product made available to you by OrganizAmerica. This personal record keeping system is a useful resource for every individual in your family and other associates.
IO is divided into three main areas:
1. Personal Information
2. Legal Information
3. Financial Information
Individuals and couples should keep their own personal records in the event that something should happen to one of you. For children, this is a terrific first step to building good organization, financial, and record keeping skills.

Getting Started with OrganizAmerica's Information Organizer is easy...

 Step One: Gather Personal Information: Demographic data on yourself (children, other dependents, pets, memberships, service providers, marital status, etc.
Step Two: Gather Legal Information: Documents for estate planning, divorce, living wills, heath care directives, titles, and other legal data.
Step Three: Gather Financial Information: Bank accounts, investment accounts, insurance policies, retirement plans, real estate deeds, mortgage information, taxes, vehicle information, social security benefits, etc.
Step Four: Make your final arrangements: Organ donation, funeral planning, burial wishes, etc.

Good Organization Pays Off When You Need It!

 OA's Information Organizer is a must for parents. Parents need to have explicit plans about their personal wishes. IO gives children, singles, adults and seniors peace of mind, knowing their survivors will be cared for according to their wishes.
OA's Information Organizer provides...
1. Peace of mind for you, your children and other loved ones.
2. A road map to help your organize the important documents in your life.
3. Guidance and advice on how to organize your information in the most efficient way possible.
4. A great starting point for children to learn accountability, organization and financial planning skills for later in life.

Helpful Tips when Organizing...

 When using the Information Organizer, it's important to keep in mind some basic principles...
1. When you begin, you may not have all the information you need. Don't let that be a deterrent to getting started.
2. Organizing your data is an on-going process, not a single accomplishment. You'll need to update your data periodically to keep it current and of the most value to you and your loved ones.
3. Store data in a safe spot. A safety deposit box is a good choice. Make sure you tell someone where the key is. If you use an online service, make sure you have records of your username and password.
OrganizAmerica's DocVault offers a secure, online document storage for all your important documents. Learn more here.