What is My Estate Portfolio?

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This system is designed to help you organize all your important personal and family documents, papers, and files, which are critical in case of an emergency or a death.

We have created an easily identifiable package which consists of an attractive, useful binder with tabbed dividers identifying important sections categorized with blank forms for filling in important data, a 4gb Flash Drive containing the blank forms for duplication and updating your information, plastic protector sheets, and an expandable file folder for storing your legal documents.

Tabbed sections are organized into the following:

  • Personal and Family Documents
  • Medical Information
  • Pets
  • Digital Data Records / Passwords
  • Wills, Trusts, and Final Instructions
  • Personal Financial Documents
  • Insurance Information and Policies
  • Real Estate
  • Investment Summaries
  • Business Interests
  • Personal Property
  • Miscellaneous Documents

Why is this Portfolio Important to You

First, in the event of a natural disaster or some other situation where you must leave you home almost immediately without the assurance that you would return to find everything in tact, what would be the most important things you could gather quickly.  This scenario has been played out numerous times within the recent past.  Floods like those in North Dakota, Minnesota, and along the Missouri and Mississippi Rivers.   Hurricanes in Florida, Mississippi, Louisiana, and Texas have left many homeless, some of which had no identification, insurance information, or medical records which were needed to put their lives back together.   Tornados have ravaged entire communities in Missouri, Illinois, Arkansas and Oklahoma.  Fires in Southern California, Colorado, Idaho, and Montana have also driven residents from their homes, not knowing if there would be anything remaining when they returned.  

Should any of these situations occur in the middle of the night, would you have the presence of mind to collect all the important files, documents and papers to keep your life intact.  

Secondly, in the event of the death of a household member, the surviving spouse/partner, will spend many hours and days searching for information, documentation, files, wills, deeds, bank account numbers, and insurance information.   It is not uncommon for surviving children to spend weeks sifting through paperwork looking for legal papers to assist them in closing an estate.  

Occasionally a loved one must be placed in assisted living care, particularly when dementia or Alzheimer’s affects their ability to remember and reason.  Having the documents and legal papers located in one convenient place will save hours of searching and frustration.

If you want to save yourself many agonizing hours of frustration, this portfolio will help you organize and gain peace of mind.  Remember:    Proper Preparation Precedes – Peace of Mind

Features:

  • Most comprehensive resource currently on the market
  • Organized in such a manner to allow you flexibility and yet comprehensive data
  • Compact assembly of your documents and data which is easily located in one place.
  • Online web site provides informative articles, suggestions, ideas, for preparing for events of the future.
  • Periodic updates of forms and new ideas for storing personal data.