Some couples want a comprehensive planner that covers everything. Others just want to get it done. This one is for the second group.
Our Just the Facts is a streamlined couples estate planner and personal information organizer in one fillable PDF. At 74 pages, it covers what matters most, without the overwhelm. Essential finances, legal documents, medical details, and final wishes, recorded together in one straightforward place. No fluff. No complicated sections. Just the facts your family would need.
"A practical, no-fuss gift for any couple who keeps putting this off."
Personal profiles and contacts
Key people, emergency contacts, household essentials
Financial overview
Banking, credit cards, investments, bills
Insurance and legal documents
Wills, power of attorney, insurance policies
Medical and health details
Providers, medications, key health information
Final wishes and estate essentials
Funeral preferences, memorial plans, the information your loved ones will actually need
Tab through fields and type directly into the fillable PDF. Clean, simple, and fast.
Update it anytime as your information changes. Save digitally, print a copy, or both.
Designed for two. Structured so couples can complete it together without duplication or confusion.
Downloads instantly. You can be done by tonight.
Giving this as a gift?
Our Just the Facts is one of the most practical gifts you can give a couple who has been meaning to get organized but never quite gets there. It removes the overwhelm and gives them a simple, guided place to start. Arrives instantly, so you can send it today.
Need more room? Our Personal Affairs Portfolio is the comprehensive version for couples who want to go deeper.
Also available: the print edition on Amazon.
✔ Less paperwork, less stress—just the essential facts you need, in one simple planner.
📩 Download your copy today and simplify your planning!
Some couples want a comprehensive planner that covers everything. Others just want to get it done. This one is for the second group.
Our Just the Facts is a streamlined couples estate planner and personal information organizer in one fillable PDF. At 74 pages, it covers what matters most, without the overwhelm. Essential finances, legal documents, medical details, and final wishes, recorded together in one straightforward place. No fluff. No complicated sections. Just the facts your family would need.
"A practical, no-fuss gift for any couple who keeps putting this off."
Personal profiles and contacts
Key people, emergency contacts, household essentials
Financial overview
Banking, credit cards, investments, bills
Insurance and legal documents
Wills, power of attorney, insurance policies
Medical and health details
Providers, medications, key health information
Final wishes and estate essentials
Funeral preferences, memorial plans, the information your loved ones will actually need
Tab through fields and type directly into the fillable PDF. Clean, simple, and fast.
Update it anytime as your information changes. Save digitally, print a copy, or both.
Designed for two. Structured so couples can complete it together without duplication or confusion.
Downloads instantly. You can be done by tonight.
Giving this as a gift?
Our Just the Facts is one of the most practical gifts you can give a couple who has been meaning to get organized but never quite gets there. It removes the overwhelm and gives them a simple, guided place to start. Arrives instantly, so you can send it today.
Need more room? Our Personal Affairs Portfolio is the comprehensive version for couples who want to go deeper.
Also available: the print edition on Amazon.
✔ Less paperwork, less stress—just the essential facts you need, in one simple planner.
📩 Download your copy today and simplify your planning!
