Top 9 Estate Planner and Organizer – Spiral Notebooks

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1. Journals Unlimited


End of Life Wish List Planner with Internet Username Password Organizer | Set includes 1 Journal for Financial, Passwords Pocket Size Book, Funeral, Email Login, Estate Planning and 1 Online Website

Journals Unlimited #ad - Spiral bound notebook set includes: 1 mini book and 1 full size lined journal; product details in description. Makes an important gift for your family or beneficiary who upon death will take charge of finance and legal records. Journal serves as a final wishes logbook for someone who wants to be organized before a serious medical condition hits. No more, i forgot my computer password; save it in this tabbed easy storage personal password keeper. Mini directory is compact to keep in purse, desk organizers or bag during travels but right sized to hold lots of data.
BrandJournals Unlimited #ad
ManufacturerJournals Unlimited #ad
Weight1.25 Pounds
Part NumberJU-90 / M-JU-19

2. Savor


Legal, Gift cards, for Desk, Crafting, Office Supplies, Savor | All-in-One Desk Organizer | Slate Gray, File Box Life Documents & Objects Organizer Office Caddy Tax and Estate Planner holds Passport

Savor #ad - Magnetic closure, adjustable compartments, and stoppered drawers are built to last. Giftable: it's organization that's beautiful, suitable for graduation, thank you gift, housewarming, corporate gifts, client gift.

Easy organization: 52 hand-illustrated labels show you what to save and where to find it. No more rummaging around in drawers looking for lost passports, keys, or receipts. Limitless uses: household, crafting, sewing, office supplies, financial planning, receipts, keepsakes, gift cards, letters, or desk organizer gives useful storage space for important life documents, currency, medical records, passwords, gift wrap station, office, estate plans, and more.

One convenient home for key documents & objects: 10 files, 2 compartments, and 2 drawers with 5 adjustable dividable sections keep important office and household items safe & organized. Durable, luxe & high-quality display boxes: Custom-dyed cloth and modern colors coordinate easily with décor accessories and fit all bookshelves.
BrandSavor #ad
ManufacturerSavor #ad
Height12.88 Inches
Length10.02 Inches
Width5 Inches
Part NumberSavor

3. Life Charge


Daily Planner Task List Notepad. Simple one page document with calendar, call and mileage log. Keep organized & focused on selling real estate., task lists, Real Estate Agent Supplies

Life Charge #ad - Call log. As any agent will agree, so this section allows an Agent to document a particular conversation. A daily planner for busy real estate agents who recognize the importance of keeping organized and on-top of daily tasks. Daily tasks are the typical required daily tasks of every agent, appointment preparation, and proactive tasks to improve marketing, and improving online presence.

Also a great place to use a diary of what specific tasks were accomplished during that hour. This can be relayed to an assistant to document a call or simply highlighted once that conversation has been documented in the correct file. A real estate agent’s business is hectic and often unpredictable, and a space to document client and customer calls, so simplify by keeping daily tasks organized with single page of checklists, calendar, and business mileage. This daily planner has a call log section, while on the road, documenting conversations can prove difficult, made to document communications that need to be included in customer or client files.

The mileage log is a simple way to document beginning mileage, and end mileage, destination, and total mileage to calculate totals for easy documentation that any accountant will appreciate. No matter how many closings you are closings, Agents must keep up with daily tasks to continue momentum, keeping in contact with previous clients, then tasks that involve prospective clients, transaction task for active closings, which can be overwhelming. Real estate agent supplies. The calendar portion of this document is undated, as most real estate agents are available before and after typical business hours and on weekends.
BrandLife Charge #ad
ManufacturerLifeCharge LLC #ad
Height8.5 Inches
Length11 Inches
Weight0.58 Pounds
Width0.25 Inches
Part Number2424

4. Peter Pauper Press


Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes

Peter Pauper Press #ad - Durable hardcover with concealed wire-o binding. Archival, acid-free paper helps preserve your information.
BrandPeter Pauper Press #ad
ManufacturerPeter Pauper Press #ad
Height11.4 Inches
Length8.9 Inches
Weight1.35 Pounds
Width0.6 Inches
Part Number7292

5. Iconikal


Iconikal Family Affairs Information Gathering Estate Planner

Iconikal #ad - A short pencil is better than a long memory". Put all the important information down you want to give to your loved ones. Organizing planner for compiling important information regarding estate planning. Sleeved pages in the back to organize extra papers from Bank, Finances, Funeral Home, Insurance, and more!. Such information as contacts, Insurance Company, Attorney, Accountant, Location of Important Papers, and more!.
BrandIconikal #ad
Part Number05111

6. Blueline


200 Pages,11 x 8-1/2 Inches, Black, NotePro Undated Daily Planner

Blueline #ad - Appointments 7:00 am to 11:00 PM in 30-minute intervals. Undated daily planner on left side and ruled with margin on right side. Notepro undated daily planner, black, 200 Pages, 11 x 8.5 inches A30C. 81.
BrandBlueline #ad
Manufacturer0 #ad
Height9 Inches
Length11 Inches
Weight0.06 Pounds
Width0.75 Inches
Part NumberA30C.81

7. MSR


MSR "What My Family Should Know" Estate Planning Spiral Bound Record Book

MSR #ad - Leave vital information behind and readily accessible in "What My Family Should Know". Certain to be the most important volume in any family library. Extremely well organized record book provides a place to store all necessary details about life insurance, bank accounts, investments, etc. Also a list of advisers including attorneys and trustees.
BrandMSR #ad
ManufacturerTrenton #ad
Part Number0400

8. Planner Pad


8 1/2" x 11", Planner Pad Spiral Bound 3-Tier Funnel Down Organizer, January 2022 Start, Black Cover/Black Ink

Planner Pad #ad - The classic business cover is both durable and attractive and works well on your desk or on the go. The slim profile of the spiral bound organizer lies flat for ease of writing and daily updating. Also includes 3 years of planning calendars - each a 2 page spread ideal for blocking out future events.

The black ink lines and grey accents in the weekly planner makes it easy on your eyes. You will be more focused and organized in 30 DAYS GUARANTEED or Money Back. The 12 month calendar year planner pad planning system starts january 2022 and continues thru december 2022. The 7 day weekly view with the planner pad organizer allows you to see the big picture of all that you are facing each week. Exclusive 3-tier funnel down approach helps you prioritize and organize all that matters.

Section 1- categorize is to inventory everything you have going on. The premuim white paper stock provides superior ink bleed through protection making your planning experience much more enjoyable. By the first month's end, we guarantee your life will be more fOCUSED AND ORGANIZED. Section 3 - schedule is to block out time for tasks from section 2. Section 2 - prioritize items from section 1 to specific days for attention. Each day the funneling system channels your attention to the tasks that must be done.
BrandPlanner Pad #ad
ManufacturerPlanner Pad #ad
Height0.75 Inches
Length11.12 Inches
Width9 Inches
Part NumberEXCD22

9. BooQool


July 2022, Improving Your Time Management Skill, Planner 2022-2023 with Weekly & Monthly Spreads, Strong Twin, Wire Binding, 2022-2023 Planner, June 2023, Round Corner

BooQool #ad - Overview - 2022-2023 planner from jul 2022 - jun 2023, featuring 12 months of monthly and weekly pages for easy year-round planning. Premium thick paper - white paper, 20% thicker than normal papers. The paper of this 2022-2023 planner is ink-proof and is designed to avoid feathering.

Archival-quality pages made from acid-free paper, protecting the product from the damage by light and air. Moreover, durable coated tabbed dividers are long lasting and it can make accessing information a breeze. Monthly - monthly view pages show previous and the next month reference calendars for a easier planning, and a note section for writing important things, appointment or inspirational quotes. Also, it can help you keeping track of all days with a clear weekly view.

Weekly - weekly view pages contain enough writing place for your detailed daily planning, appointments and activities. Featured - 8" x 10" planning pages | flexible cover | monthly inner tabs | Quick Reference Information | Yearly Overview | Holidays | Contacts | Weekly and Monthly Pages | Twin-Wire Binding |. Premium quality covers and twin-wire binding, metal lay-flat spiral binding, 8" x 10", excellent texture, with classic and stylish combinations of appearance.
BrandBooQool #ad
ManufacturerBooQool #ad
Height0.5 Inches
Length7.65 Inches
Width9.85 Inches
Part NumberBQA4HEXQWE01A01