Prepare for tomorrow with planners that ensure
your information is shared, and your wishes are known.
Benefits at a Glance:
Clarity in Communication: Guide loved ones with your clear, documented wishes.
Asset Protection: Manage and safeguard your estate details in one place.
Ease for Family: Prepare your affairs to alleviate the load on your loved ones.
Control Over Your Legacy: Direct the future of your estate with confidence.
Enhanced Security: Take charge with tools that prioritize the safety of your legacy.
Select the Format That Best Suits Your Lifestyle
The Book: For those who prefer a tangible approach, our planner is available as a paperback or a bound hardcover book that can be easily accessed and shared with family members. Ideal for keeping on your bookshelf or safe in a lock box.
The USB Stick: If you're often on the move, choose the USB option. It's a portable and secure way to carry your portfolio, copy of documents, photos, and videos, accessible on any computer.
The Digital File: Embrace the digital age with a file version for your computer or cloud storage. Convenient for regular updates and instantly shareable with trusted contacts in just a few clicks.
No matter which method you choose, rest assured that your personal affairs
will be organized and accessible when needed.
COMPARE THE PORTFOLIOS
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Our Personal Affairs Portfolio - Couples
Comprehensive, 128-page planner for two people
✔ Choose Your Format: Available as a download for convenience and easy updates, paperback for hands-on planning, or hardcover for durability,✔ Couples’ Organization: Designed for two, with tailored sections to document personal, financial, and estate details together.
✔ Easy-to-Follow Guidance: Structured layout with clear instructions to simplify the organization of your affairs.
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Our Just The Facts - Couples Edition
Streamlined 74-page planner for two people, 8.5” x 11”
✔ Choose Your Format: Available in paperback for hands-on use or digital for quick updates.
✔ Simplified Planning: A quicker, more focused way for couples to organize key personal, financial, and estate details.
✔ Effortless Completion: Easy prompts and structured sections make filling it out fast and stress-free.
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Our Road Ready Records - Couples
Custom-designed 85-page planner for traveling pairs.
✔ Built for the Road: Durable and travel-friendly format, designed to withstand the rigors of RV life and frequent use.
✔ Perfect for Two: Includes dedicated sections for both partners, ensuring a complete and organized travel record.
✔ Quick & Convenient Access: Intuitive layout makes it easy to find and update vital travel details while on the go.
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My Personal Affairs Portfolio
In-depth 94-page planner for one person, 8.5” x 11”
✔ Choose Your Format: Available in paperback for practical use, hardcover for durability, or digital for flexibility and updates.
✔ Guided Organization: Clear, structured instructions make documenting personal, financial, and estate details simple and thorough.
✔ Resource-Rich Support: Includes a curated resources page to assist with obtaining and organizing critical documents.
✔ Versatile Use: Designed for individuals but can be adapted for couples by sharing space. The planner can be used for couples by sharing space.
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Just The Facts
Concise 52-page planner for one person, 8.5” x 11”
✔ Choose Your Format: Available in paperback for easy reference or digital for flexibility and updates.
✔ Essential & Efficient: It covers only the key details—no fluff, just the most critical personal, financial, and estate information.
✔ Guided & Organized: Straightforward prompts help you complete it with ease.
✔ Dedicated Notes Pages: Ample space for notes and tracking to-dos, keeping you organized and on track.
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Road Ready Records
Travel-friendly 65-page planner for solo travelers, 8” x 10”
✔ Choose Your Format: Available in paperback and hardcover for durability on the road, or digital for secure, password-protected access anywhere.
✔ Designed for Solo Travelers: Structured specifically for individual RVers, ensuring all personal details and travel essentials are covered.
✔ Effortless Organization: Concise and easy to navigate, making document management simple while on the move.
✔ Quick-Access Layout: Find your crucial travel records instantly, designed for the on-the-go lifestyle of RV adventurers.
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USB Stick
Portable and Secure: A USB stick version of our planning portfolio, perfect for those who prefer a digital format.
Ample Storage: Generous space to not only house your portfolio but also to keep digital copies of vital documents and photos.
Durability: Durability: Robust design to protect your data, even on the move.
Accessibility: Quick and easy access to your information on any device with a USB port, ideal for frequent updates or sharing with trusted individuals.
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Digital File
Ultimate Convenience: The digital file format allows for effortless access and updates to your portfolio.
Eco-Friendly: A paperless solution that's as good for the environment as it is for your peace of mind.
Secure Backup: Easy to back up in multiple locations, ensuring your information is safe and recoverable.
Shareable Format: Simplifies the process of sharing vital information with family or advisors with just a few clicks.
Praise For The Portfolios
Susan Loumagne launched 55 Plus ES in 2010, committed to helping people manage "the business of life." She is passionate that people share their wishes, plan for their futures, and give their loved ones the gift of knowledge so no one is left scrambling during emotional times.
She developed The Personal Affairs Portfolio, a comprehensive system designed to help individuals proactively manage their personal affairs. She has developed other books for people to organize and share their thoughts and information easily.
Susan's unwavering dedication to preparedness and her passion for helping others navigate life's uncertainties make her a valuable resource and trusted expert in her field. She continues to make a remarkable impact on the lives of individuals, ensuring they are ready to face whatever challenges come their way.