Summer planning season.
Get organized before fall.
Get Organized. Give Your Family Peace of Mind.
Your Family Shouldn't Have to Search for What Matters.
Everything organized, everything documented,
ready when it counts.
Guides are available as a book, digital download, or USB.
Trusted by individuals, couples, and professionals
across the US.
OUR MOST POPULAR
More Than a Box of Worksheets.
A Complete System.
🖥️
Digital and Fillable
Update anytime as life changes. No paper, no starting over.
🖥️
USB Option Available
Dual connector drive in a premium
gift-ready tin. Security in your hands.
Built for Couples, Too
The only portfolio designed for two people, not just one.
For Couples or Individuals
For Couples - Two people. One complete system.
• Our Personal Affairs Portfolio, comprehensive.
• Our Just the Facts, streamlined.
For Individuals Designed for one. Everything you need.
• My Personal Affairs Portfolio, comprehensive.
• Just the Facts, streamlined.
One System. Three Ways to Use It.
Book
A physical portfolio to keep at home, easy to fill out and reference anytime.
Digital
A fillable PDF delivered instantly. Update it as life changes.
No other personal affairs portfolio offers this.
USB
Your complete portfolio on a dual connector drive, presented in a premium gift tin.
No passwords. No login. Just plug in and go.
Bundles are Now Available
What Our Clients Say…
“I consider it a gift to my family.”
Li Woods, Verified Purchase — Our Just the Facts
“If you truly care about your loved ones, don’t wait. It’s more than a checklist; it’s a gentle guide.”
ReviewsByPaul, Verified Purchase —
Our Personal Affairs Portfolio
“Perfect book for the essentials. Helps me keep my accounts in order, all in one place.”
Mew, Verified Purchase —
Just the Facts
“Consider it a family investment under $15.
I like that it gives opportunity to talk about those hard subjects that sometimes get pushed aside. We had two different neighbors who became executors of estates literally digging through piles of papers, drawers and boxes to find basic paperwork after the death of family members. The stress they went through was horrendous. How wonderful, if they would have had all the important info at their fingertips. I consider it a gift to my family.”
li Woods, Verified Purchase —
Our Just the Facts
“I thought this might be just another low-content ‘death planner’ with a fancy title — but it’s not.
Our Personal Affairs Portfolio is smart, organized, and surprisingly thoughtful. It guides couples through what matters most: putting all your key info in one place before your loved ones have to dig for it. There are shared and individual sections, room to write without overwhelm, and a digital version with fillable forms — so no White-Out needed. That’s a gift your family will thank you for.”
The Swartzes, Verified Purchase —
Our Personal Affairs Portfolio
“This planner has everything I wanted plus helpful ideas I hadn’t thought of.
Stored Assets — I never thought about sharing where I have a few family heirlooms hidden in my home. I’d hate for them to be lost. I also like that I can work on this with my husband. We’re talking and sharing our ideas about what we want.”
Kate Leahy, Verified Purchase —
Just the Fact