FREQUENTLY ASKED QUESTIONS


Benefits of The PErsonal Affairs Portfolio

Why use The Personal Affairs Portfolio?

Do I need The Personal Affairs Portfolio?

What is The Personal Affairs Portfolio?

What is the difference between the single and the couple forms in The Personal Affairs Portfolio?

If my information changes, can I update my records any time?

The Personal Affairs Portfolio (PAP) is the perfect system to help you organize, record and store your important information for quick retrieval.  Safely, securely and conveniently.  This comprehensive management system makes it easy to plan ahead for some of life’s biggest challenges. With everything in order, you’ll have greater peace of mind knowing your most important information is readily accessible on a flash drive, your computer or in a handy binder. Provides safe and convenient access to crucial documents, even during stressful times.


Being prepared for your future can provide you with greater peace of mind, knowing someone can manage your life decisions if the need arises. Likewise, it can be a huge help when you need to do the same for someone else. The Personal Affairs Portfolio is smart for you, your family members and others who may depend on you. We urge you to gather and store that vital information now to avoid any missteps in the future. CaptureYourInfo.com provides you with the forms and resources you need to get you organized and prepared. 


Easy-to-use system of checklists and fillable forms that can be changed, updated and printed.



The Personal Affairs Portfolio comes loaded with forms for a Single Person and an additional file for a Couple.


We recommend that you update your information regularly, and if you sign up for our mailing list we will send quarterly reminders.

Email Support@captureyourinfo.com


What about My PARENTS?

Why organize my parents now?

Will I need to talk with my parents about their finances and their estate. Isn’t it that private information?









Consider organizing your parents now too, so you aren’t forced to scramble if and when you need to step in.  We can’t stress how important it is to do this while your parents are still able to share the information.

We’ve found that most of us feel uncomfortable talking to our parents about their finances and their plans for the future. Typically, we don’t step in until things have started to fall apart and we’re forced to do something. Some signs are, their system of organizing is not what it was, bills may not be getting paid or they are buying unnecessary items. This could be due to Alzheimer’s or just aging, but they need help.

Now is the time for your parents to organize their personal information for a smooth transition when they need help. Here is a link to a story in the Wall Street Journal, the Difficult, Delicate Untangling of Our Parents' Financial Lives.  Read this article and you will understand how planning ahead will save so much time!  Completing the portfolio now will give peace of mind to you and your parents, knowing that you have the information needed to make decisions in times of need. 

Remind your parents they have worked hard and they should protect their assets.

Being prepared for the future can provide them with greater peace of mind, knowing someone can manage their life’s decisions if the need arises.

The Personal Affairs Portfolio is smart for you, your family members and others who may depend on you. We urge you to gather and store that vital information now to avoid any missteps in the future. CaptureYourInfo.com provides you with the forms and resources you need to get everyone organized and prepared. 


THE EMERGENCY PLANNING GUIDE


What is The Emergency Planning Guide?

Why use The Emergency Planning Guide?

The Emergency Planning Guide includes information about preparing for a disaster and most importantly, a checklist that you can print out and use to prepare your family and your home for an emergency.

Climate-driven events and extreme weather are on the rise, and natural disasters are always a possibility. And according to the American Red Cross, house fires account for 90% of their relief efforts. So what can you do? You can make time for Proactive Planning and Preparation.  Plan with your family and prepare your home for different emergency and disaster situations, so you are not caught off-guard. Do you know what you need to do to prepare for a weather event or a disaster?


Site Policies

Policies

  •  Contact us if you have any issues with your product and we will replacet it.   

  • All purchases will receive an email confirmation.

  • Purchasers of the Download Version of the Portfolio will be emailed a link and it must used within 24 hours.  

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