The Personal Affairs Portfolio is the ultimate way to organize your most important information and documents.

Everything all together and all-in-one place.

If something happens to you, your family or trusted person will have everything they need to handle your affairs.

Ask yourself these questions.

What happens if something happens to me? Does anyone know my wishes?

Is my paperwork organized, so someone could find needed information?

safe guard documents, parents' will, organizing documents

Have I done estate planning? Do I have a will and a healthcare directive?

BE PROACTIVE AND NOT REACTIVE TO THESE SITUATIONS.

When you are away from home keep all your important information right with you.

When you are away from home keep all your important information right with you.

Getting your information all in one place eliminates having to look through your files and paperwork. Once and done.

Getting your information all in one place eliminates having to look through your files and paperwork. Once and done.

If you become ill, could someone easily take over your bills and other financial tasks?

If you become ill, could someone easily take over your bills and other financial tasks?

Your parents are aging. Get their information now while they can still tell you what you need to know.

Your parents are aging. Get their information now while they can still tell you what you need to know.

Don’t lose your important information due to extreme weather.

Don’t lose your important information due to extreme weather.

Protect your family and your assets. Don’t let the courts make decisions for your family. Complete a Will today!

Protect your family and your assets. Don’t let the courts make decisions for your family. Complete a Will today!


THE PERSONAL AFFAIRS PORTFOLIO IS AVAILABLE IN 3 FORMATS.

YOU CONTROL THE SECURITY AND STORAGE.

IT’S ACCESSIBLE 24 HOURS A DAY.

USB Flash Drive    $74.95             

The USB come pre-loaded with The Personal Affairs Portfolio. Using this labeled USB will prevent anyone from wondering what’s stored on it. Even you!

Download              $64.95

Get started immediately! You can get a link now to download The Portfolio. Complete it and store it on your computer or an external storage drive.

Ready-To-Write Binder                $14.95

GREAT VALUE ! - The Personal Affairs Portfolio Binder includes preprinted forms where you hand write your information. 

THE PERSONAL AFFAIRS PORTFOLIO IS AN EASY TO USE SYSTEM AND INCLUDES:

  • A Quick Start Guide with instructions for completing The Portfolio and organizing your important paperwork and documents.

  • Valuable checklists ensure you have all your must-have documents, and the process of completing your Portfolio guarantees you cover all the areas in your life.

  • Note Pages provide a convenient way to manage your To-Dos.

  • The Resources Page has links to government and non-government sites. If you need copies of birth certificates, drivers licenses, marriage license, etc., use this link to your State’s Vital Records

  • Sections include Personal Identification Paperwork, Pet Information, Insurance Coverage, Assets, Your Investments, Monthly Bills, Family Members, Final Wishes, Funeral Arrangement, Storage of Past Taxes, and more! Personal Profile, Pets, Financial, Assets, Legal & Estate Documents, Final Wishes, Monthly Bills, Medical Information, Household Inventory, Passwords, and more. Letters for your loved ones.

  • Folders to upload and store the following: Household Videos/Photos, Identification Photos, and ID Cards, Legal and Estate Documents, Medical Cards and Prescriptions, Recent Tax Returns, and Letters to Loved Ones.

    • You choose the sections that apply to you and your family.

    • We recommended printing a copy of your Portfolio and storing it in an easily accessible binder.


What People Are Saying

About how the portfolio helped them.