Our Personal Affairs Portfolio -Instant Download

$19.95

A Complete Planner for Organizing Your Life, Estate, and Wishes

πŸ’» Instant Access – No Waiting! Download Our Personal Affairs Portfolio within minutes of purchase and start organizing your essential information right away. This comprehensive 120-page planner is designed specifically for couples to securely record vital details about finances, assets, medical information, and final wishes.

Why Choose the Digital Version?

🟠 Fill It Out with Ease – Quickly tab through fields and enter your information digitally for a seamless experience.

🟠 Security is in Your Hands – Save your portfolio on your device or print a copy for safe storage.

🟠 Stay on Track – Includes To-Do Notes pages to help you manage missing documents and updates.

🟠 Comprehensive & Convenient – Comes with a Quick Start Guide and a Resources section to help you obtain replacement documents.

What’s Inside:

  • Personal Profiles & Family Information

  • Important Contacts & Pet Information

  • Finances: Banking, Credit Cards, Loans, and Investments

  • Insurance Policies: Life, Auto, Health, and Property

  • Estate & Legal Documents: Wills, Power of Attorney, Trusts

  • Medical Details & Medication Records

  • Final Wishes: Funeral Preferences, Memorial Plans, Letters to Loved Ones

  • Household Inventory & Monthly Bills

βœ” Plan ahead. Protect your loved ones. Have peace of mind.

πŸ“© Download your copy now and take control of your personal affairs!

Add the Download To Your Cart!

A Complete Planner for Organizing Your Life, Estate, and Wishes

πŸ’» Instant Access – No Waiting! Download Our Personal Affairs Portfolio within minutes of purchase and start organizing your essential information right away. This comprehensive 120-page planner is designed specifically for couples to securely record vital details about finances, assets, medical information, and final wishes.

Why Choose the Digital Version?

🟠 Fill It Out with Ease – Quickly tab through fields and enter your information digitally for a seamless experience.

🟠 Security is in Your Hands – Save your portfolio on your device or print a copy for safe storage.

🟠 Stay on Track – Includes To-Do Notes pages to help you manage missing documents and updates.

🟠 Comprehensive & Convenient – Comes with a Quick Start Guide and a Resources section to help you obtain replacement documents.

What’s Inside:

  • Personal Profiles & Family Information

  • Important Contacts & Pet Information

  • Finances: Banking, Credit Cards, Loans, and Investments

  • Insurance Policies: Life, Auto, Health, and Property

  • Estate & Legal Documents: Wills, Power of Attorney, Trusts

  • Medical Details & Medication Records

  • Final Wishes: Funeral Preferences, Memorial Plans, Letters to Loved Ones

  • Household Inventory & Monthly Bills

βœ” Plan ahead. Protect your loved ones. Have peace of mind.

πŸ“© Download your copy now and take control of your personal affairs!

Download Add-On - Print and Store Your Portfolio in This Binder
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A Complete Planner for Organizing Your Life, Estate, and Wishes

πŸ’» Instant Access – No Waiting! Download Our Personal Affairs Portfolio within minutes of purchase and start organizing your essential information right away. This comprehensive 120-page planner is designed specifically for couples to securely record vital details about finances, assets, medical information, and final wishes.

Why Choose the Digital Version?

🟠 Fill It Out with Ease – Quickly tab through fields and enter your information digitally for a seamless experience.

🟠 Security is in Your Hands – Save your portfolio on your device or print a copy for safe storage.

🟠 Stay on Track – Includes To-Do Notes pages to help you manage missing documents and updates.

🟠 Comprehensive & Convenient – Comes with a Quick Start Guide and a Resources section to help you obtain replacement documents.

What’s Inside:

  • Personal Profiles & Family Information

  • Important Contacts & Pet Information

  • Finances: Banking, Credit Cards, Loans, and Investments

  • Insurance Policies: Life, Auto, Health, and Property

  • Estate & Legal Documents: Wills, Power of Attorney, Trusts

  • Medical Details & Medication Records

  • Final Wishes: Funeral Preferences, Memorial Plans, Letters to Loved Ones

  • Household Inventory & Monthly Bills

βœ” Plan ahead. Protect your loved ones. Have peace of mind.

πŸ“© Download your copy now and take control of your personal affairs!