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Product Information
From the Publisher
Who Knows What You Know?
Portfolio Contents
Quick Start Guide
What You'll Need to Gather
Pages to Take Notes
Resource Pages
Important Documents
Important Contacts
Financial and Banking
Assets and Personal Property
Legal Documents
Whatever your situation.
Keeping track of personal information
Do you know your family's information or does your partner take care of that?
Care-giving for one’s parents or grandparents
Do you have a will?
The Portfolios - choose the one that's right for you! - Available on AMAZON
My Personal Affairs Portfolio
> Comprehensive
> 86 Pages
> Designed for One or Two People
OUR Personal Affairs Portfolio
> Comprehensive
> 120 Pages
> Designed for Two People
Just the Facts
> Simple and Concise
> 53 Pages
> Designed for One Person
OUR Just the Facts
> Simple and Concise
> 75 Pages
> Designed for Two People
TAKE CARE OF YOUR LOVED ONES, GIVE THEM GUIDANCE AND SHARE YOUR WISHES
Share Your Wishes
Complete the Portfolio and give your family everything they need to know about your estate and wishes. Please give them the guidance and answers they need and provide yourself with Peace of Mind.
What's Your Plan?
Do you have a will specifying guardianship for your children? Don't let the courts make your decisions for you. Instead, be sure you have completed the essential documents you need to protect your family and make your wishes known.
What About Us?
Remember your pets. The Portfolio has a section about pets that you'll be able to share with your vet, dog sitters, or walkers. This section also prompts you to consider their care and plan for their future if something happens to you.
Helping Your Parents
We know that it can be a challenge to help your parents with things that used to "none of your business," particularly if there are forgetful. Use the Portfolio as a Q&A to get the information you need.