Our Personal Affairs Portfolio: Important Information About Our Life, Estate, and Wishes

Book Synopsis: Our Personal Affairs Portfolio is designed for Couples to share details of their estate and wishes. Give the Gift of Knowledge and Get Peace of Mind! A completed portfolio eliminates your family scrambling to find your information or determine your wishes. Everything will be in one place, organized, and easily accessible. You can be sure your loved ones will thank you for sharing this valuable information. The Portfolio also helps with estate planning and completing important must-have documents. The Our Personal Affairs Portfolio planner provides recommendations, suggestions, and will guide you through organizing your vast array of information. ✓Quick Start Guide ✓What to Gather for Each Section ✓Resources Page ✓To-Do Pages - to take notes and follow up on outstanding items The Couples Portfolio is organized into three parts. Part One, fill it out together and combine your information. Personal Profile Important Contacts Pet Information Financial and Insurance Information Assets and Personal Property Monthly Bills and Subscriptions Household Inventory Parts Two and Three are duplicate sections that you complete individually. Medical, Doctors, and Medications Legal and Estate Documents Passwords If I'm Unable to Communicate Final Wishes and Funeral Planning Thoughts, Words, and Wishes Letters to Loved Ones Medications To-Go Page - to keep with you A version for individuals, The My Personal Affairs Portfolio is available on Amazon. Our Personal Affairs Portfolio is designed for Couples to work together and share details of their estate and wishes.