The Personal Affairs Portfolio is the ultimate way to organize your paperwork, your files, and your important documents.

Do the work now, so your family won't have to.

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.

A new baby. You’ll do anything to keep him safe. Prepare your important documents and be sure his future is secure.

A new baby. You’ll do anything to keep him safe. Prepare your important documents and be sure his future is secure.

Single? In an emergency who could find your important information? Give a trusted person all the information they would need to help you and carry our your wishes.

Single? In an emergency who could find your important information? Give a trusted person all the information they would need to help you and carry our your wishes.

MessyDesk.jpg
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. Maybe they are showing signs of dementia or Alzheimer’s. Get their information now while they can still tell you what you need to know.

Your parents are aging. Maybe they are showing signs of dementia or Alzheimer’s. Get their information now while they can still tell you what you need to know.

Your wedding is a new chapter in your life. Create your life together with The Portfolio and begin sharing with open communication.

Your wedding is a new chapter in your life. Create your life together with The Portfolio and begin sharing with open communication.

Extreme Weather is now commonplace. Protect your records by using The Portfolio. Consider  The Emergency Planning Guide  too.

Extreme Weather is now commonplace. Protect your records by using The Portfolio. Consider The Emergency Planning Guide too.

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!

Sweater Family.jpg

THE PERSONAL AFFAIRS PORTFOLIO IS AVAILABLE IN 3 FORMATS AND YOU CONTROL THE SECURITY AND STORAGE. MAKE IT AVAILABLE 24 HOURS A DAY.

USB Flash Drive    $49.95             

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              $39.95

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 can hand write your information.  No need to have a computer.

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

  • Covers the following areas: 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.

    • 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.

    • A Quick Start Guide of helpful instructions for completing the portfolio and organizing your important paperwork and documents.

    • Note Pages provide a convenient way to manage your To Do's.

    • A Resources Page with links to government and non-government sites. This link connects to your state’s VITAL RECORDS where you easily obtain copies of important identification and documents, such as, driver’s license, birth certificate, and marriage licenses.

    • You can pick and choose the sections that apply to you and your

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

GET PEACE OF MIND.



What People Are Saying

About how the portfolio helped them.