For professionals
An emergency binder you can give your clients
Clients finish their paperwork and still leave their family guessing where everything is. The Paper Trail Pro edition is a private, guided binder you can brand and hand to clients, so the documents you prepare are easy for their family to find.
What your clients get
- A guided builder that opens in any browser, works offline and uploads nothing
- A printable 24-page binder in US Letter
- 22 sections covering contacts, documents, medical information, accounts, bills, digital life, final wishes and a 30 to 90 day list for the family
- An encrypted copy for one trusted person, created on the client's own device
Why it suits professionals
- Neutral by design. It is an organizer and says it is not legal, tax or financial advice.
- Private. No client data touches a server.
- Easy to hand out. A client gift, a seminar handout or a closing gift.
See the Pro edition
Branded client license, $79 on Etsy. Try the free tool first to see how the binder works.
Frequently asked questions
Who is the Pro edition for?
Attorneys, financial planners, realtors, senior move managers, care providers and funeral homes who want to give clients something practical that keeps their information organized.
Is it legal or financial advice?
No. It is an organizer. It says so plainly, so it does not overlap with the advice you give clients.
Can I put my own name and logo on it?
Yes. The Pro edition is built for branded client handouts. See the listing for the license terms.
Is client information uploaded anywhere?
No. Everything stays in the client's browser on their own device, with no account. An optional encrypted copy is created on the device and opened with a passphrase only the client and one trusted person know.
Is this a referral program?
No. There are no referral fees or payments tied to referrals. It is a handout you give to clients.
AuraByRobbie sells The Paper Trail on Etsy. This page is general information, not legal, tax, financial or medical advice.