The Personal Affairs Portfolio | Pen and Paper Version

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The Personal Affairs Portfolio | Pen and Paper Version

14.95 49.95

PEN AND PAPER VERSION

The Personal Affairs Binder is our original product and the answer to the question, "There has to be a better way!" A way to organize and compile information before it's needed instead of scrambling to find something during an emergency.

This is our technology-free option.

Originally designed with seniors in mind, the thought was how to get crucial information that's needed to help manage the life of an aging parent.  In our experience, the best way to get your parents to talk and to be sure you have everything you need is to go page by page through The Portfolio. Pose the blanks as questions that The Portfolio is asking and not you.  Most seniors are very comfortable helping others, and in this case, answering the questions, they are being asked.      

Using a pen or pencil instead of technology is something a senior understands. Nothing fancy, just straight forward note-taking which will save you days of work in the future.  It will also give you an insight into the state of the senior's affairs and have they done enough preparation to have the living situation they want.

.Features for The Pen and Paper Version 

·      You control the security and the confidentiality of the information in the binder. Store in a safe and readily accessible place.

The Portfolio comes in a sturdy three-ring binder with laminated dividers tabs organize your forms by category.  Choose the color for your binder. 

·       The forms cover over 20 areas of your life, such as, identification documents, family and household members, finances, banking, monthly bills, credit cards, assets, personal income, investments, insurance policies – you can review coverage, must-have legal documents, past tax storage, real estate, medical summary, medications, passwords, final wishes, funeral preferences, household inventory and more. 

·       Quick Start Guide with helpful tips gives guidance for completing your Portfolio.

·       Blank Note Pages for managing your "To Do's."

·       List of Resources provides sources to help you find copies of your missing documents and other useful organizations.

·       The Portfolio is user-friendly. Just fill in the sections that are pertinent to you and make updates whenever you have changes. 

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