How it works
You gather what you already have, print the divider sheets, and place your papers behind them.
01
Gather the papers you already have
Pay stubs, tax returns, bank statements, a deed or title, and loan or debt statements. You do not need to rename them or turn them into a court form.
02
Print the divider sheets
Cover, table of contents, a divider page for each section, and a placeholder. The six section dividers also come on their own pages.
03
Place your papers behind the divider sheets
Print on 8.5 × 11 paper. Three-hole punch. Place them in a 3-ring binder, behind the divider for that section. We don't provide the binder.
Use colored paper if you want the sections to show in the binder. We don't print hanging tabs.
Sections in the packet
The same divider sheets every time. You place your own papers behind them.
- IncomePay stubs, W-2s, and 1099s.
- Bank & accountsChecking, savings, and statements.
- PropertyA deed or title, and a mortgage statement.
- DebtsCredit cards, an auto loan, and other loan statements.
- TaxesA Form 1040 and W-2 copies.
- UnsortedAnything that doesn't fit a section. It still goes in the packet.