My Life Packet
Helping You Organize Your Life Affairs
My Life Packet was created by Kendra Fletcher, Ed.M. and Liz O’Neill, Professional Organizer, to help individuals and their loved ones easily organize important documents. This is not a book you read; it is a complete organizational system you implement for your life affairs documents.
This system makes it easy to document and organize your financial documents, legal documents, titles and deeds, digital life, legacy wishes and other important information about your life affairs. My Life Packet is available as a Binder and Digital PDF Download.
Completing My Life Packet will help you:
Record essential information for yourself, family members and loved ones
Consider and answer important life affairs questions
Organize important documents, resources, and information
Determine additional steps that may be needed to secure your assets
Maintain privacy, dignity and control over personal decisions
Create a comprehensive directory for important documents
“I loved all the details and how it walked me through what I needed to collect or record, and it made me create a plan about where I store the originals. Putting a system like this in place is such a gift for your loved ones.”
“In a word…BRILLIANT! This is a system anyone would benefit from. If you are not one to keep your entire life extremely organized, this binder is a must-have!”
What's Included
Three-ring binder for organizing your documents
123 pages, including over 60 pages of worksheets to fill in your personal information
10 tab-separated sections to keep you organized
Over 40 pre-printed folder labels
Clear protector sheets for filing documents
"Five Wishes" Advanced Directive Document (a $5 value!)
Dimensions: 11.5" W x 11.5" H x 1.75" D
Please allow up to 2 weeks for delivery
What's Included
The 121 page Fillable PDF version of My Life Packet allows the user to fill in over 60 pages of worksheets with important information. The fillable sections may be edited for future use. You may also choose to print out a personal copy before or after filling out your answers.
Please note: My Life Packet digital version may only be electronically filled out by using Adobe Acrobat or the most recent version of Adobe Reader. Adobe Reader is a free download from Adobe, available here: http:// get.adobe.com/reader/. If you attempt to use another application (such as Preview or a web browser) to fill out this workbook, some functionality may be disabled, and you will not be able to save your changes.
“My Life Packet has been helpful for my father, who has memory impairment. Not only has it been an important exercise for my family to organize his important documents, but it also serves as a reference tool for him. My Life Packet is a handy, hard- copy resource that he can refer to anytime he has questions.”
My Life Packet Table of Contents
Section 1: Important Documents - Includes Estate Planning
Section 2: Biographical Information
Section 3: Insurance
Section 4 : Financial Assets and Income Sources
Section 5: Property and Business Interests
Section 6: Debts and Bills
Section 7: Other Important Records
Section 8: Monthly Budget
Section 9: End-of-Life Planning
Section 10: Additional Resources
“This is a must-have for everyone, whether you are single, a newlywed, been married for years, or approaching retirement. The thoroughness and thought that went into this is staggering. You would spend hours and hundreds of dollars hunting down this information yourself or buying the multitude of books and resources to pull all of the information together. This binder makes it easy to organize everything in one place.”
“Thank you for creating this incredibly thoughtful, simplified organization system for all of us that are paralyzed by the thought of starting this VERY important task!”