Protect What Matters Most:

Get Your Free Personal & Financial Record Keeping Journal

Are your vital personal and financial details organized and up to date? If something were to happen tomorrow, would your family or executor know where to find your key information?

In today’s complex world, even simple tasks—like closing a bank account or managing household bills—can become stressful and costly if your records aren’t easily accessible. That’s why we’ve created the Personal & Financial Record Keeping Journal—an easy-to-use, fill-in-the-blanks organizer that keeps all your important details in one secure place.

Whether you’re planning ahead for your own peace of mind or want to ensure your loved ones are prepared in the event of illness, incapacity, or passing, this journal is a crucial tool.

Why You Need This Journal

✅ Peace of Mind for You and Your Family
Spare your family the stress and confusion of trying to piece together your financial picture in a crisis. This journal lays it all out clearly and securely.

✅ A Lifeline for Executors and Power of Attorney
Your executor, Power of Attorney, or legal representative will have everything they need to manage your estate or step in when needed.

✅ A Strong Foundation for Estate and Retirement Planning
If you haven’t started a formal plan, this is the perfect place to begin. Already have a plan? This journal complements it beautifully.

✅ Convenient and Flexible
Available in both printed and digital formats, choose what works best for you or your loved ones. You can store it securely or share it with family members.

✅ Simple to Update
Life changes, your plan should, too. Easily review and update the journal annually or when any major change occurs.

What’s Inside the Journal?

This easy-to-use guide includes sections for:

  • Personal identification and contacts
  • Financial accounts and insurance policies
  • Real estate and asset holdings
  • Legal documents, passwords, and digital assets
  • Emergency instructions and final wishes

…and much more. You don’t need to be a financial expert, just fill in what you know, and the journal does the rest.

How to Get Your Free Copy

It’s completely free—our way of helping you stay organized and protected.

“The best time to organize your affairs is before someone else has to. This journal is a gift to your family and a reassurance to yourself.”
– Roy Thomas, SRES® | Senior Real Estate Specialist, Halifax

Build Confidence in Your Financial Future

Keeping your records in order is more than just paperwork, it’s an act of care and clarity for the people you love. It also gives you a strong starting point to review your broader financial and estate plans with your advisor or family.

At Halifax Senior Living, we believe that confident planning begins with trusted relationships. If you’d like help organizing your affairs or preparing for downsizing, estate planning, or retirement living options, we’re here to guide you every step of the way.

✅ Request Your Free Journal Today

Fill in the form below and take the first step toward peace of mind and preparedness. Your report will be instantly downloadable.