“My family means the world to me and I want them to know where my resources are and what to do with them in case of an emergency. This Personal Life Portfolio is a wonderful digital resource to organize financial matters and important documents. It is also a great guide in helping to start sensitive conversations with the family. My desire is to make things easy for them later by preparing for the unexpected now!  I want them to know where my keys are located. Like the keys to our cars, the location of my life insurance policies, my Will and Trust documents, the titles to my vehicles, my mortgage documents, my checking account information, medications, important phone numbers for doctors, friends, neighbors, and the location of heirlooms and other Real Estate.  

I have also encouraged my children and grandchildren to organize their documents as well. Especially those with children and grandchildren.  It is so important to have the conversation about possible guardians for the children and family pet.

This Personal Life Portfolio has been an excellent tool to start the conversation and document things I had not even thought about.  I really like the fact that it’s a digital document that can be filed away on my computer.  I feel so much better now!  Completing this guide is definitely a Loving thing to do for the ones I love!”

– Ann B.