WHAT IS CENTRAL FILE?

Central File is a very simple tool for you to store your most important household, life and personal information, all in one spot. Central File is designed to help make it easy to stay organized.

Central File is a high quality and durable binder that includes labeled tabs throughout, to help you sort your documents. The Central File contains a business card holder so you can gather contact information for the professionals you regularly deal with. Within the binder, there is an additional pocket to help store odd sized information.

HOW DOES IT WORK?

We know the details get fuzzy over time; Central File takes the worry out of locating the right information at the right time. The tabs within the binder are there to sort your estate and to help you, your spouse, or any other family member find information quickly and conveniently. Rest at ease knowing that if anything were to happen to you, that your family will have all the information they need at the right time.

When we ask someone to act for us, as an Executor or an Attorney under a Power of Attorney, we impose a great responsibility. Your personal information should be accessible to those who you trust and those who need it. You can make it easier to determine the extent of your estate by using a Central File.

ESSENTIAL INFORMATION DIVIDED IN 10 TABS

PERSONAL INFORMATION

FINANCIAL

INVESTMENT

INSURANCE

MEDICAL

WILL

REAL ESTATE

VEHICLE

POWER OF ATTORNEY

REPRESENTATION AGREEMENT

PRICING

$35 + tax

Central File is a high-quality, durable binder that is manufactured in British Columbia. The design of the binder includes pre-printed tabs and a small pocket for odd-sized items. We give you a great idea of the information you should have stored, and give you everything you need to start organizing your estate.

THESE TRUSTED ADVISORS HAVE CENTRAL FILE AVAILABLE FOR PURCHASE AT THEIR OFFICE

TRUSTED ADVISORS

Trusted Advisors such as Notaries, Lawyers, Financial Planners, Investment Advisors and Accountants can buy Central File to pass along to their clients. We know that details get fuzzy over time and that paperwork can be overwhelming for many. Central File solves the age-old problem of clients forgetting specific details over time and is designed to be easy to use. Advisors can purchase Central File binders to be used as a promotional item, to reward clients with a gift that will be appreciated, or as a retail item to create passive income. Either way, your clients will love this product and you will be creating a positive and memorable client experience. Please contact us if you would like more information on having Central File in your office.

CONTACT US

If you have any questions about the Central File, we would be happy to hear from you. Please fill out the contact form below, and we will get back to you as soon as possible!