Ask Yourself 3 Simple Questions:

safe guard documents, parents' will, organizing documents

ARE MY DOCUMENTS, RECORDS, AND OTHER DATA Organized? 

IN AN EMERGENCY, WHO COULD FIND MY IMPORTANT files?

HOW DO I START GETTING MY information IN ORDER?

INTRODUCING "THE PERSONAL AFFAIRS PORTFOLIO"

✓ A System That Guides You Step-by-Step to get your important Information in Order                      

✓ YOur information will be easily accessible in Times of need

✓ A VALUABLE CHECKLIST TO ENSURE YOU HAVE ALL YOUR MUST-HAVE DOCUMENTS 

✓ A COMPLETED PORTFOLIO will give you and others peace of mind 

 

If You DO THE WORK now, Then your family won't have to do it later.

             Here are just a few of the reasons why everyone needs                             The personal affairs portfolio:

Helping your parents?  The portfolio is the perfect way to help them get organized.

Helping your parents?  The portfolio is the perfect way to help them get organized.

Single?  What if someone needed to know what you know? How would they do it? 

Single?  What if someone needed to know what you know? How would they do it? 

If you become ill, how will someone know how to take over the bills and other financial tasks?

If you become ill, how will someone know how to take over the bills and other financial tasks?

We all have our system of organization.  Could someone else easily understand yours?  

We all have our system of organization.  Could someone else easily understand yours?  

Extreme Weather is now commonplace and can destroy your records. Protect yourself.

Extreme Weather is now commonplace and can destroy your records. Protect yourself.

You've worked hard. Protect your assets and let your family know your wishes.

You've worked hard. Protect your assets and let your family know your wishes.

Information will be Easily Accessible WHEN It'S Needed!

Choose and click the format that's perfect for you.

 USB flash drive    $49.95             

 

Receive the portfolio on this handy USB that we will mail to you.  The USB is loaded with all the files plus how to get started, notes, resources and folders to upload important documents and photos.  

Downloadable   Portfolio              $29.95

Download the portfolio of forms along with other useful information and store it on your computer.  

Ready-To-Write Forms      In Binder                $49.95

Receive the binder with preprinted forms ready for you to handwrite in your information. 

All three Formats include:

  • The Quick Start Guide consists of helpful instructions for completing the portfolio.
  • The Portfolio forms are categorized by: 
    • Personal Profile, Financial, Assets, Legal & Estate Documents, Final Wishes, Monthly Bills,                                          Medications, Household Inventory and Passwords
  • The Note Pages provide a convenient way to manage your To Do's. 
  • The List of Resources lets you know how to obtain copies of important documents.
  • The security and storage of your information is in your hands.

 

If you're ready to organize and  safeguard your important information, click the button below.

What People Are Saying

Read What Some of Our Satisfied Customers Are Saying About CaptureYourInfo.com's Personal Affairs Portfolio:

 

          Have any questions? We'd love to chat and start getting your data organized.

         Contact us and let's see how CaptureYourInfo.com can serve you.