Embrace Our Vision
A QUESTION WORTH SITTING WITH 🤔
If you could not manage your affairs tomorrow, would the people helping you know where to begin?
Many of us think about the documents our loved ones will need after we die. But what if we are still here, facing an illness, an emergency, or a period when we cannot handle everything ourselves?
That is the gap this workbook helps you address.
BEFORE LIFE INTERRUPTS THE PLAN
Make it easier for the people you trust to know where to begin.
GET YOUR AFFAIRS IN ORDER
A Practical WORKBOOK for Life and Legacy Planning
Get Your Affairs in Order guides you through organizing the information someone may need to help you while you are living, as well as the details your loved ones will need later.
Work through it at your own pace, one section at a time.
"Wherever you live, organizing your important information can help the people you trust know where to begin."
ORGANIZE WHAT MATTERS
Bring the important pieces together.
Inside, you will find space to record important information and identify where key records can be found, including:
Important Contacts
The people who may need to be reached when it matters.
Health & Insurance Information
Important health and insurance details in one place.
Financial Accounts
Information about the accounts and financial details others may need to locate.
Property
Important information about property and related records.
Digital Assets
Details surrounding the digital information and assets that can be easy to overlook.
Legal Documents
A place to keep track of important legal documents and where they can be found.
Final Wishes
Important details your loved ones may need later.
Key Records
A clearer way to identify where important records can be found.
GET YOUR AFFAIRS IN ORDER
Give the people you trust a clearer place to start.
Give yourself the peace of mind of having a plan.
JOIN THE LIST
Be Among the First to Know
Join our list for workbook updates, practical life and legacy planning tips, and preorder news.
Preserving Stories... Honoring Lives... Building Legacies.