THE PERSONAL AFFAIRS PORTFOLIOS

THE PERSONAL AFFAIRS PORTFOLIO: Comprehensive Clarity for Your Legacy

Prepare for life's uncertainties and ensure your loved ones are never left in the dark with The Personal Affairs Portfolio. Our meticulously crafted planner is an all-encompassing solution for individuals and couples alike, aiming to consolidate the entirety of your personal details in one, easily navigable location.

  • The Gift of Preparedness: Bestow upon your family the relief of having all the answers they may need, neatly organized and at their fingertips.

  • Tailored to All: Whether it's a personal undertaking or a joint effort with a partner, this portfolio adapts to every need.

  • Thorough and Thoughtful: Navigate through life’s complexities with a planner that covers even the most overlooked or forgotten details.

  • Guided Peace of Mind: Equipped with step-by-step instructions, practical tips, and a trove of resources, this planner is not just a tool but a companion through the planning process.

Unified Yet Individual:

  • Part One: A joint section for shared information, fostering unity in planning between couples.

  • Part Two & Three: Individual sections that allow personal preferences and details to shine through, respecting the unique aspects of every person’s legacy.

With The Personal Affairs Portfolio, tranquility is not just a state of mind—it's a reality for you and those you cherish, ensuring that your wishes are respected and acted upon, no matter what the future holds.

  • — A Quick Start Guide

    — "To Do Notes" to keep a list of what you need to do, find, or replace

    — Resource Pages with links to obtain new or replacement documents

    — Pet Information

    — Important Contacts

    — Finances

    — Assets

    — Monthly Bills

    — Household Inventory

    — Medical Information

    — Medications

    — Passwords

    — Checklist for Important Documents

    — Thoughts, Words, And Wishes

    — Letters for Loved Ones

    — And more!

THE JUST THE FACTS GUIDES

THE JUST THE FACTS GUIDES: Essential Information Made Accessible

Crafted for simplicity and ease, "Just the Facts" guides are your streamlined companion in communicating life's critical details. Whether you’re planning solo or as a pair, these guides are your quick-reference tool for sharing what matters most.

  • Tailored Editions: Choose the Single version at 54 pages or the Couple’s edition at 96 pages.

  • Convenient Formats: Available in both a tangible paperback and a versatile digital format.

These guides distill the essence of our comprehensive Personal Affairs Portfolios into a more concise format. Ideal for those who prefer to hone in on the essentials, they facilitate an effortless organization of your life, estate, and wishes. With 75 pages dedicated to couples and 52 pages for singles, they strike the perfect balance between brevity and thoroughness, ensuring your family and loved ones have the clarity and direction they need—without any unnecessary complexity.

Empower Your Legacy:

  • Direct and Accessible: Clear layout guides you through the most critical information, making the process approachable and manageable.

  • No More Guesswork: Your loved ones will appreciate the clear instructions, devoid of any ambiguity about your possessions, preferences, and plans.

For a glance at our pragmatic approach to life's complexities or to discuss bulk orders at preferred rates, reach out for sample books and details for purchases of 25 or more.

  • — Quick Start Guide and Helpful Resources

    — Personal Profile

    — Family and Pets

    — Finances and Assets

    — Estate and Important Documents

    — Thoughts, Words, and Wishes

    — Medications and Passwords

ROAD READY RECORDS - RV EDITION

For the Traveling Duo or Solo Voyager:

  • The Gift of Clarity: Eliminate guesswork for your family and friends. Our guide ensures that no one is left searching for your information or questioning your wishes.

  • Unified or Individual: Whether you’re sharing adventures or steering solo, our planner is adaptable. Complete it together, or focus on your individual needs - either way, every important detail is captured.

  • Comprehensive Planning: Addressing aspects often missed, our planner is an extensive map of your estate details, from the essentials to the often-forgotten.

  • Guided Peace of Mind: Furnished with instructions, tips, and resource listings, this workbook is a beacon for securing your legacy and providing comfort that your affairs are in order.

Our Road-Ready Records isThree-Part Harmony:

  • Part One: A shared space for collaborative planning, perfect for couples to create a unified approach to their affairs.

  • Part Two & Three: Dedicated individual sections, allowing for personalized details and preferences to be documented clearly.

Whether you’re at home or on the road, Road Ready Records ensures that you and your loved ones have the peace of mind that comes from knowing everything is in place for any eventuality.

This revised description maintains the important points from your original text while enhancing readability and emphasizing the unique features of the Road Ready Records for both couples and individuals.

  • — A Quick Start Guide

    — "To Do Notes" to keep a list of what you need to do, find, or replace

    — Resource Pages with links to obtain new or replacement documents

    — Pet Information

    — Important Contacts

    — Finances

    — Assets

    — Monthly Bills

    — Household Inventory

    — Medical Information

    — Medications

    — Passwords

    — Checklist for Important Documents

    — Thoughts, Words, And Wishes

    — Letters for Loved Ones

    — And more!

USB STICK: Secure, Digital Peace of Mind

Embrace modern convenience and security with our custom USB stick—a versatile and reliable companion for your estate planning needs.

  • Secure Document Storage: Safely store essential documents, ensuring they’re ready when you or your loved ones need them.

  • Treasured Memories Keeper: Keep a digital photo and video archive of your home and family for a personal touch to your planning.

  • Pre-Loaded for Efficiency: Opt for a USB pre-loaded with the Personal Affairs Portfolio for a ready-to-use experience.

  • Easily Updateable: Enjoy the flexibility of updating your information quickly and efficiently, without the hassle of paperwork.

  • Identifiable Design: The distinctive logo on the USB signals its importance, making it easily recognizable for you and your family.

This Personal Affairs Portfolio USB stick isn’t just about practicality—it's about ensuring that your legacy is preserved, adaptable, and accessible in the digital age.

Digital File: Secure, Digital Peace of Mind

Flexible & Future-Proof Estate Planning

The Digital File Version of the Personal Affairs Portfolio offers the ultimate in adaptability and ease for your estate planning. With this choice, you gain a sustainable and dynamic way to manage your information in the ever-evolving digital landscape.

  • Instant Accessibility: Access your estate plan anytime, anywhere, right from your computer or cloud storage.

  • Eco-Friendly Choice: Reduce your environmental footprint with a paperless solution that's as green as it is convenient.

  • Editable Format: Make real-time updates to your information without the need for reprints or handwritten amendments.

  • Secure Backup: Keep a backup of your document on your preferred device or cloud service for added security and peace of mind.

  • Shareability: Effortlessly share essential details with family members or legal representatives as needed, with just a few clicks.

Choose the Digital File Version for a comprehensive, customizable, and contemporary approach to securing your legacy.