Frequently
Asked
Questions

BENEFITS OF THE PORTFOLIO

  • The Portfolio series is a structured system of checklists and fillable forms designed to help you organize, update, and securely store your most important personal, financial, and estate information.

  • • Stay prepared for life’s uncertainties.

    • Ensure quick access to crucial documents when needed.

    • Provide clarity for loved ones and caregivers.

    • Available in printable and digital formats for easy updates.

  • • You – Stay organized and in control.

    • Family & Executors – Prevent confusion and ensure smooth transitions.

    • Caregivers – Provide clear guidance when managing affairs.

  • Review and update your Portfolio regularly to keep your information current. Sign up for our mailing list for quarterly reminders to refresh your records.

    info@55pluses.com

PORTFOLIOS FOR PARENTS

  • Consider organizing your parents, so you aren’t forced to scramble if and when you need to step in.  We can’t stress how important it is to do this while your parents are still able to share the information.

  • Discussing finances and estate planning with parents can feel uncomfortable, but waiting until a crisis occurs often leads to stress and confusion. Instead of stepping in when things fall apart, look for early signs that they may need help, such as:

    • Disorganized records or missing paperwork

    • Unpaid bills or unusual spending habits

    • Memory lapses that affect financial decisions

    Encourage them to get organized now to ensure a smooth transition when assistance is needed. Completing a Portfolio protects their assets, simplifies decision-making, and gives peace of mind—both to them and to you.

    How to Start the Conversation

    • Frame it as a way to protect their legacy, not pry into their finances.

    • Emphasize control—this is about ensuring their wishes are followed.

    • Use real-life examples of families who struggled without planning ahead.

    • Offer to help with gathering documents or setting up a system together.

    Planning ahead makes life easier for everyone. Visit 55PLusES.xomfor tools and resources to get started today.

THE EMERGENCY PLANNING GUIDE

  • The Emergency Planning Guide includes information about preparing for a disaster and most importantly, a checklist that you can print out and use to prepare your family and your home for an emergency.

  • Climate-driven events and extreme weather are on the rise, and natural disasters are always a possibility. And according to the American Red Cross, house fires account for 90% of their relief efforts. So what can you do? You can make time for Proactive Planning and Preparation.  Plan with your family and prepare your home for different emergency and disaster situations, so you are not caught off-guard. Do you know what you need to do to prepare for a weather event or a disaster?

SITE POLICIES

Policies

  •  Contact us if you have any issues with your product and we will replace it.   

  • All purchases will receive an email confirmation.

  • Purchasers of the Download Version of the Portfolio will be emailed a link and it must used within 24 hours.  

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