What is the Personal Affairs Portfolio?

The Personal Affairs Portfolio 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 a handy binder.  You choose.  




Do I Need the Personal Affairs Portfolio?

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. provides you with the forms and resources you need to get you organized and prepared.

Using the Personal Affairs Portfolio


What is the difference between the Single and the Couple Forms?

Single is designed for one person only. For couples, the Personal Affairs Portfolio is customized for two people and some forms will prompt for Person 1 or Person 2. 

What are the benefits of having the Personal Affairs Portfolio? 

  • A smooth transition when someone else needs to "takeover" your business of life for you due to an illness. 
  • Save time and money with personal information storage in one easy-access location.
  • Freedom to provide emotional support or attention to other matters, because the "paperwork" is done.
  • Easy, safe and convenient access to crucial documents, even during the most stressful moments.

What is included in my Personal Portfolio?

Your Personal Affairs Portfolio includes a number of forms to help you record your personal and family information, assets, financials, wills and power of attorney, final wishes and monthly bills. There is a handy guide and notes section to help you stay organized and efficient. If you are missing copies of important documents, click on our Resources Section and you can find out where to get what you need — your birth certificate, Social Security card, passport, military records, and more. 

Why should I maintain my parents' essential records?

Typically, when your parents' vital records are needed it always seems to be unexpected.  If your parents haven't begun to organize their personal information, now is the time.  Here is a link to a story in the Wall Street Journal, the Difficult, Delicate Untangling of Our Parents' Financial Lives.  

Read this 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 time of need. 

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

We recommend that you update your information regularly, and we will send quarterly reminders.

Questions? Simply call us at 888 687 8814

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