Description
Most estate planners are built for one person. This one is built for two.
In many families, one person quietly keeps track of everything.
The bills. The passwords. The insurance policies. The legal documents. The contacts.
The details that keep life running smoothly.
It works—until an illness, accident, emergency, or loss leaves the other person trying to find information they have never needed before.
If something happened to one of you tomorrow, could the other easily find everything they need?
Not just your will.
Not just your bank accounts.
Everything.
Our Personal Affairs Portfolio was created specifically for couples who want to organize their important information, estate details, and wishes in one place so they can be easily found when needed.
Unlike planners designed for individuals, this comprehensive portfolio allows both partners to document the information that matters most in a single organized system. WHAT’S INCLUDED
• Personal Profiles
• Important Contacts
• Financial Accounts and Insurance Information
• Legal and Estate Documents
• Passwords and Digital Assets
• Medical Information and Medications
• Household and Property Records
• Pet Information and Care Instructions
• Final Wishes and Personal Messages
• To-Do Pages for Follow-Up Items
• Quick Start Guide
• Information Gathering Suggestions
• Helpful Resources MORE THAN AN IMPORTANT DOCUMENTS ORGANIZER
This portfolio functions as:
• An estate planning workbook
• An important documents organizer
• A family emergency reference guide
• A life administration record
• A practical resource for caregiving, incapacity, and estate administration
As you complete the portfolio, you’ll review important decisions, identify gaps, and create a single source of information that can save time, reduce stress, and help your loved ones avoid unnecessary confusion during difficult circumstances.
Most couples know they should get organized.
Many simply don’t know where to start.
Our Personal Affairs Portfolio provides the structure, guidance, and space to document what matters most—while you can do it together.
Complete it once. Review it annually. Update it as life changes.
Give yourselves peace of mind today and give your loved ones clarity when it matters most.
Looking for a shorter version? Search for Our Just the Facts, a streamlined edition designed for couples who want a concise summary of their most important information.
ASIN: B0BMSXSQ9R
VSKU: BVV.B0BMSXSQ9R.G
Condition: Good
Author/Artist:Loumagne, Susan
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.
ASIN: B0BMSXSQ9R
VSKU: BVV.B0BMSXSQ9R.G
Condition: Good
Author/Artist:Loumagne, Susan
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.