The Personal Affairs Portfolio | Single Person Download

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Woman and Dog.jpg
Daughter dad computer.jpg

The Personal Affairs Portfolio | Single Person Download

64.95

Who knows what you know about your finances, healthcare, wishes, bill paying, emergency contacts, etc.? Typically, single people don’t share their personal business information with anyone, so in an emergency, family and friends are left scrambling through disorganized paperwork to find needed information. 

A completed Personal Affairs Portfolio guarantees that a trusted person, of your choosing, will have quick access to your information, your wishes and your direction to help you in time of need.  This will honestly give you confidence that you have prepared for an unexpected event and not leave yourself vulnerable.  

Perfect for getting information from an aging parent too.  You never know when you may need it.  

Features:

Security of Your Information Is In Your Hands.  Store your Portfolio download on your computer, a flash drive or print and store in a binder for easy access.

A Link to Download The Personal Affairs Portfolio Will Be Emailed To You. 

  • The Personal Affairs Portfolio is a combination of checklists, fill-in forms, letter writing templates, and folders to store documents, videos and photos.

  • The Portfolio covers over twenty areas of your life, such as, identification documents, family and household members, pets and their needs, 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."

  • Folders for uploading important documents, photos, and videos. Video is an easy way to inventory your house for estate and insurance needs using the 2G of storage.

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

    • It’s imperative that single people complete their must-have documents to protect themselves and their estate. Recommendations with links are available in the Resources Section.

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

  • Consider purchasing one of our unique binders to store a printed copy of your Portfolio.  Available in the Buy Now Section.  

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