What happens to your family the week after something happens to you depends entirely on what you did before. This planner gives you a place to do that work, together.
Our Personal Affairs Portfolio is a 120-page digital planner built specifically for couples. It works the way real households do: shared information is recorded once, and each partner completes their own personal sections separately. No duplicate entry. No confusion about whose information is whose. Just one organized place that covers everything.
"A thoughtful gift for any couple who keeps saying they need to get organized."
What's inside
Shared household section
Finances, assets, contacts, bills, passwords, document checklist
Individual sections (one per partner)
Personal profile, medical, estate and legal, final wishes, letters to loved ones
Estate and legal
Wills, trusts, power of attorney, insurance policies
Final wishes and reflections
Funeral preferences, memorial plans, personal letters, pet information
Why the digital version
Tab through fields and type directly into the fillable PDF. No handwriting required.
Save it on your device, print a copy, or store it securely wherever you choose.
Includes a Quick Start Guide, To-Do Notes pages, and a Resources section to help you track down any missing documents.
Downloads instantly. You can be organized by tonight.
Giving this as a gift?
Our Personal Affairs Portfolio is one of the most practical gifts you can give a couple you love. It says: I want you to be prepared. It says: I want to make things easier for the people you leave behind. Whether it's a retirement gift, a milestone birthday, or simply the right moment, this is the kind of thing that actually gets used.
You don't need a crisis to have a reason. You just need a quiet hour and the right place to start.A Complete Planner for Organizing Your Life, Estate, and Wishes
✔ Plan ahead. Protect your loved ones. Have peace of mind.
📩 Download your copy now and take control of your personal affairs!
What happens to your family the week after something happens to you depends entirely on what you did before. This planner gives you a place to do that work, together.
Our Personal Affairs Portfolio is a 120-page digital planner built specifically for couples. It works the way real households do: shared information is recorded once, and each partner completes their own personal sections separately. No duplicate entry. No confusion about whose information is whose. Just one organized place that covers everything.
"A thoughtful gift for any couple who keeps saying they need to get organized."
What's inside
Shared household section
Finances, assets, contacts, bills, passwords, document checklist
Individual sections (one per partner)
Personal profile, medical, estate and legal, final wishes, letters to loved ones
Estate and legal
Wills, trusts, power of attorney, insurance policies
Final wishes and reflections
Funeral preferences, memorial plans, personal letters, pet information
Why the digital version
Tab through fields and type directly into the fillable PDF. No handwriting required.
Save it on your device, print a copy, or store it securely wherever you choose.
Includes a Quick Start Guide, To-Do Notes pages, and a Resources section to help you track down any missing documents.
Downloads instantly. You can be organized by tonight.
Giving this as a gift?
Our Personal Affairs Portfolio is one of the most practical gifts you can give a couple you love. It says: I want you to be prepared. It says: I want to make things easier for the people you leave behind. Whether it's a retirement gift, a milestone birthday, or simply the right moment, this is the kind of thing that actually gets used.
You don't need a crisis to have a reason. You just need a quiet hour and the right place to start.A Complete Planner for Organizing Your Life, Estate, and Wishes
✔ Plan ahead. Protect your loved ones. Have peace of mind.
📩 Download your copy now and take control of your personal affairs!
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