My Personal Affairs Portfolio: Everything You Need to Know About My Important Information, Estate, Wishes, Passwords, Pets and More
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Description
Get Your Life Sorted: Your One-Stop Planner for All Your Important Information
Also available in a Couples Edition: 'Our Personal Affairs Portfolio'
and a Shorter Version: ‘Just the Facts’
If something unexpected happened tomorrow, could someone easily find what they need?
Not just your will.
Not just your bank accounts.
Everything.
My Personal Affairs Portfolio is a comprehensive personal estate and life organizer designed for individuals who want their affairs clearly documented and accessible.
This is not a simplified checklist. It is a structured, detailed system that organizes your personal, financial, medical, legal, digital, and end-of-life information in one secure place.
Updated for 2026, this guided portfolio walks you step by step through recording what matters, so your family is never left guessing, searching, or making avoidable decisions under pressure.
WHY THIS IS DIFFERENT
• Comprehensive, not minimal
• Structured for clarity and quick retrieval
• Designed for real-life emergencies
• Combines estate organization, emergency planning, and personal legacy documentation in one system
WHAT THIS BOOK DOES
• Organizes your identifying information, key contacts, and household essentials
• Documents financial accounts, insurance policies, and ongoing obligations
• Records legal documents and where they are stored
• Tracks digital assets and online access details
• Lists medical providers, medications, and health directives
• Outlines monthly bills, subscriptions, and recurring expenses
• Documents pet care instructions and essential details
• Captures final wishes and end-of-life preferences
• Provides space for personal messages and legacy notes
This portfolio functions as:
• A personal estate planning workbook
• An important documents organizer
• A family emergency reference guide
• A life administration record
It encourages thoughtful review of coverage, beneficiaries, and key decisions while creating a single, reliable source of truth.
Just the Facts is a shorter, streamlined version.
My Personal Affairs Portfolio is the full, comprehensive edition for those who want everything documented in detail.
Remove the stress of scattered information.
Replace uncertainty with structure.
Complete it once. Review it annually.
Give your family clarity when it matters most.
Specifications
Frequently asked
Do I need an account to download?
No. After purchase, you can access your ebook directly from the order confirmation or download page.
What if a copy arrives damaged?
Contact us and we’ll help you access the file or provide a replacement download if needed.