top of page

Organize all of your most important documents with this easy-to-use workbook.

IT'S TIME TO GET ORGANIZED.

 Buy two books and save $20!!

Click On Play Button To See How It Works!!!

How It Works Video

HOW
IT WORKS

Organize and store important documents and personal information.

Sections include medical and financial information, legal documents, insurance policies, usernames, logins, passwords, and much more.

Pockets are included in each section to store essential documents.

How it works

LEGAL DOCUMENTS

Leave a legacy of planned intention. 

FINANCIAL INFORMATION

Keep a record of what you have and where it is located.

EMERGENCY CONTACT INFORMATION

A quick reference list of who to call first in the event of an emergency.

CERTIFICATES & LICENSES

Storage for birth certificates, marriage licenses, and much more.

MEDICAL INFORMATION

Your medical history should always be kept up-to-date. 

END OF LIFE PLANNING DOCUMENTS

End-of-Life planning is one of the greatest gifts you can give your family.

AdobeStock_184184616.jpeg

I bought this as a gift for my parents, and they raved about it. They like how well organized and roomy it is to comfortably store all kinds of their important documents and information. Now they know exactly where to go when they want to do estate planning or when a stressful situation calls for it. They also told me they love having everything they need in an easily accessible binder. I recommend this workbook for anyone who is looking for a convenient place to store their vital records and financial information or as a great gift for their family members or friends who would definitely find it useful.

-Chris S.

AdobeStock_49222857.jpeg

FIND PEACE OF MIND.

Life is complicated enough, especially in stressful life situations. Make sure that you and your family members know where they can find vital personal records for emergency situations as well as for normal life and estate planning meetings.

bottom of page