Our Personal Affairs Portfolio: Important Information About Our Life, Estate, and Wishes (Life Prepared Collection) Paperback – November 14, 2022

Most estate planners are built for one person. This one is built for two.When something unexpected happens, your family should not be left searching for passwords, policies, or instructions. Our Personal Affairs Portfolio is the comprehensive estate planner for couples that organizes your shared personal, legal, financial, medical, and digital information in one secure place — so everything is easy to locate when it matters most.What makes this different from every other end of life planner for couples is the structure. Combined household information is recorded once. Each partner's personal, medical, legal, and final wishes are documented separately, privately, and completely. No duplication. No confusion. No gaps.Updated for 2026. 125 pages. Designed for couples who want clarity, control, and peace of mind.What makes this differentBuilt for two, not one. Shared household details are recorded once in a combined section. Each partner completes their own individual sections — personal, medical, legal, and final wishes — separately and completely.Structured prompts for the surviving spouse. Clear, guided questions reduce confusion and eliminate the guesswork that falls on a partner after a loss.Functions as both an important documents organizer and a family emergency binder. Everything in one place for emergencies, incapacity, or death.Comprehensive, not simplified. This is not a checklist. It is a complete documentation system. What's IncludedCombined household information — contacts, document storage locations, finances, assets, insurance policies, taxes, and shared records recorded once for the household.Legal and estate planning — wills, trusts, powers of attorney, beneficiaries, and healthcare directives for each person.Medical and emergency details — doctors, medications, allergies, and a removable medications-to-go summary for each person.If I am unable to communicate — clear action steps and key contacts in case of incapacity, completed separately by each partner.Final wishes and after-death guidance — funeral preferences, obituary notes, and a structured "What to Do When I Die" section for each person.Digital and password organization — guided space for online accounts and access instructions, including a household passwords section and individual sections per person.Pet information — veterinary records, microchip status, medications, and care instructions for up to two pets.Annual review checklist — built-in reminders to keep your information current as life changes.Looking for a simpler option? Our Just the Facts offers a streamlined version for couples. My Personal Affairs Portfolio is available for individuals. All titles are available in print, as digital downloads, and pre-loaded on a USB.No more searching. No more uncertainty. Just organized, accessible information — for both of you — when it is needed most. Read more