Life admin workbook to organize bills, renewals and important documents

Life admin workbook pages give grown-ups one calm home for bills, renewals, documents and appointments. The 26 undated pages guide you through a yearly paperwork reset, then keep things under control with one admin hour each month, in US Letter and A4 PDF.

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How the life admin workbook brings order

Move through a yearly reset across six areas, then view every subscription, bill and renewal date together, so nothing quietly renews or runs out without warning. A documents location map shows the exact drawer or folder for the passport, car title or lease, while the emergency summary and in case of pages let a trusted person take over if you were ill or away.

One hour a month keeps it all ticking over. A 10 step checklist gathers the scattered jobs into one routine, and a tracker covers all 12 months. Every page records the location of things, never passwords or account numbers.

Who this paperwork organizer is for

• Anyone who feels behind on bills, renewals and paperwork and wants a single calm system
• Young adults in their first home, managing household paperwork alone for the first time
• Busy parents keeping track of a family's appointments, policies and due dates
• Couples combining finances and paperwork after moving in together
• Anyone who wants trusted family to know where things are if the unexpected happens

Design and printing

• Elegant, minimal design: white pages and soft blush pink details that use little ink
• Generous margins all round, so a home printer will not cut anything off
• US Letter (8.5 x 11 in) and A4 (210 x 297 mm), portrait
• Undated, so the reset can begin in any month and be reused every year
• Keep it in a binder or on a clipboard, or get it spiral bound at a print shop

Inside the life admin workbook: 26 pages

1. 1Cover page and index
2. 2An opening guide on when to use the book (each year, each month, at big life changes), your reasons for getting organized, the admin that bothers you most and a spot to note where you store it
3. 3A 30 task checklist for the annual reset, grouped into six areas (money, home, health, documents, car and travel, digital) with extra blank lines
4. 4Looking back and planning ahead: what worked over the past year, what fell through the cracks, 11 rows for bigger jobs with deadline and time estimate, goals for your admin and weekends to reserve
5. 5An overview of money accounts in 14 rows: provider, kind of account, what it is for, paperless or not and notes, with names only and no numbers, plus standing transfers and accounts to shut or merge
6. 6Subscriptions in 14 rows: what it is, the price, billing cycle, when it renews and whether to keep or cancel, with totals per month and per year
7. 7Fourteen rows of bills listing each one, the company, an approximate amount, the due day, autopay and payment method, plus once a year bills and bills worth lowering
8. 8A 12 month renewals calendar, a box per month, for passports, licenses, registrations, insurance, memberships and warranties
9. 9Insurance in 12 rows: cover type, insurer, renewal date, where you keep the policy and who to contact, with claims still open and questions for renewal
10. 10A map of 13 important documents showing where each original is kept, any digital copy and expiry dates, plus who else knows and where the spare keys live
11. 11Appointments to book each year: 11 typical ones, dentist through car service, and one blank row, tracking who, the last visit, when it is due and whether it is booked
12. 12Health admin for doctors and providers, refills of prescriptions, receipts to send in and questions for appointments
13. 13Home admin for utilities, maintenance dates, lease or mortgage information and the tradespeople you rely on
14. 14Car admin with the vehicle's details, renewals that matter, 12 rows of service history, a checklist for each season and roadside assistance
15. 15A digital tidy-up list for email, photos, files, phone and apps, accounts and privacy, and backups
16. 16A list of 16 online accounts, noting the website or app, the email you log in with, whether two-step login is on, whether recovery is checked and keep or close, with no passwords ever
17. 17Your monthly admin hour in 10 steps, the day you pick for it, a reward and a 12 month tracker
18. 18An admin inbox sorted into things to do, pay, file, call or email, and what got done this month
19. 19An 18 row tracker for things you are waiting on, like refunds, claims, repairs and replies, with scripts for phone calls
20. 20A checklist for gathering tax papers, grouped as income, home, family and health, charitable giving and other, with key dates and the person who helps you
21. 21An emergency info summary listing the household, emergency contacts, doctors and pharmacy, and a place to meet
22. 22In case of: me, with six prompts covering who to phone, which bills run on autopay and which need paying, pets and people relying on you, work, and where your papers are
23. 23In case of: home, covering shut-offs, spare keys and access, what to do in a power cut or leak, and notes for a house sitter
24. 24A directory of 20 contacts with name or role, company, phone and email
25. 25A year-end look back at your admin: wins, money you saved, areas that still feel untidy, a 1 to 10 calm scale and next year's plans
26. 26Notes for quick jottings and questions to look into

Files in your download

• Life Admin Workbook, US Letter PDF (26 pages)
• Life Admin Workbook, A4 PDF (26 pages)
• Read Me First, a short printing guide (PDF)

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print only the pages you need, as often as you like, for your own personal use.

Good to know

• It is a PDF designed for printing, not a hyperlinked digital planner. You can still import it into most note taking apps and write on it.
• You are buying a digital download. No physical item is mailed.
• Colors may look slightly different on screen than when printed.
• For your personal use only. Please do not share, resell or redistribute the files.
• Digital files cannot be returned, but if one does not open or print properly, email us and we will help right away.
• Keep sensitive details out of it: no passwords, PINs, complete account numbers or ID numbers. The workbook is for noting the location of things, not the things themselves.
• This is an organizing tool and is not tax, financial or legal advice.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

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