Our Personal Affairs Portfolio: Important Information About Our Life, Estate, and Wishes

Truly- a must for seniors and yourself too. If you’re looking for a quality planner to get your affairs in order look no further. I'd been looking awhile and have ordered a couple of others that were disapointing for various reasons. This one is sturdy, top notch quality, and so thoroughly detailed. I really appreciate that it’s for TWO people. I’m using this for my husband and myself and also got it for for my elder Aunt and Uncle that don’t have children. I thought that gathering all of this information would be overwhelming, but the process has been so manageable and has brought peace of mind. I’ve bought others for friends and family. Don’t hesitate- get this!

Our Personal Affairs Portfolio took the stress out of the relationship with my partner and allowed us to become closer and work together to help us meet our financial and life goals as a couple. Many important things in life can be easily ignore until it’s too late and this book gave me peace of mind if something were to happen to one of us, that we will be set up for success. It was also fun to fill out together since it made organizing our life as a couple easy. It has helped organize important contacts, to do lists, insurance information, monthly bills, medical information, legal documents, final wishes and a section to organize estate and legal documents. The author was very thorough and seems to have thought of it all. Wish my partner and I had this book years ago.

Great planning tool for making a will.

My husband and I are in our early thirties and between having multiple websites and logins for our utilities, mortgage, and other bills, having a central place to look up everything is a great idea. This book includes everything from family, pets, finances, and login information, to last wishes and letters to the family after you pass. While it is not secure to have your passwords written down where someone can easily find them, this is still a good idea to fill out.

My wife and I always worried about being unprepared if anything happens to us. We realized that over the years we never shared needed information with our kids, and we didn't want to leave them unprepared. This book is easy to use and has prompts for all the different areas of our lives. It didn't miss anything.

I still haven’t filled this out, but the thoroughness of the contents will be helpful for our children if I ever get around to completing it. Where can I purchase extra time on Amazon? I seem to be constantly out of extra time for projects like this.

I bought this book for my parents as an adult child responsible for their estate. It became clear as my parents are aging that I needed a way to organize my their financial affairs and their wishes. With this comprehensive and well-written manual, it gave me the opportunity to have a very delicate conversation with my parents. To my surprise they were thrilled with this gift and felt relieved knowing if anything happened to them all their personal wishes would be found in one book.

This is a great book for people wanting to put together information that you will likely need as life goes on. It has you pull together quite of mass of information that you will be happy to have when day comes along when you need it. Thanks for producing this handy book!