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
Comprehensive, 128-page planner, couples, 8.5” x 11”
Choose Your Format: Available in paperback for hands-on planning, hardcover for longevity, or digital for convenience and updates.
Individual Focus: Tailored sections that guide you through documenting your personal and financial details.
Easy-to-Follow Instructions: Clear guidance included, simplifying the organization of your affairs.
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Our Just The Facts - Couples Edition
Streamlined to 74 pages, couples, 8”x10”
Format Options: Available in an easy-to-handle paperback and a convenient digital format.
Swift Completion: Designed for couples to fill out quickly and with ease.
Collaborative Sections: Encourages couples to complete sections together, fostering unity.
Reflective Approach: Aids in reviewing and re-evaluating past decisions together.
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Our Road Ready Records
Custom-designed for RVers, 85 pages for traveling pairs 8”x10”
Travel-Friendly Format: Crafted to withstand the rigors of travel and frequent use.
Duo Dynamics: Includes sections for both partners, ensuring a comprehensive travel record.
Ease of Use: Intuitive layout for quick access to vital information on the go.
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My Personal Affairs Portfolio
In-depth planner, 94 pages, singles. 8.5” x 11”
Flexible Formats: Select from a practical paperback, sturdy hardcover, or adaptable digital copy.
Guided Process: Features clear instructions for a thorough and thoughtful completion.
Resource-Rich: Includes a curated resources page for additional support and information.
Essential Document: Ensure all critical documents are accounted for and organized.
The planner can be used for couples by sharing space.
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Just The Facts
A concise guide, 52 pages, singles, 8”x10”
Available Formats: Offered in both a handy paperback and a flexible digital version.
User-Friendly Design: Created for ease of use, ensuring a smooth completion process.
Must-Have Documents Checklist: Includes a checklist to help you gather and organize key documents.
Information Sharing Prompts: Structured prompts to guide you in sharing important information effectively.
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 pages, solo, 8” x 10”.
Format Choices: Paperback and hardcover ideal for the road, or a digital copy you can password protect and access anywhere.
Singularly Structured: Specifically designed with solo travelers in mind, ensuring all personal details are covered.
Streamlined Organization: Concise and easy to navigate, it makes document management while traveling straightforward.
Quick Reference Design: Get instant access to your crucial documents with a layout for on-the-go lifestyles.
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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.