The Directory

My Life Directory is a simple, confidential booklet or downloadable PDF that you and/or your spouse can complete in just 1 hour. The digital version is a fillable form that can be stored to your computer or the Cloud.  My Life Directory is completely confidential.  You can make copies and distribute all pages or select pages.  You control the access.

What is included:

• A list of 16 Categories and 110 Topics to guide you to identify and locate items
• Two pages for each Category with room to log in location, pertinent information and contact details 
• Blank pages to list custom Topics
• Three pages of definitions for legal and medical terms
• Sequential checklist of steps to take after a death
• NEW! Four pages on how to allow access to your Digital Assets 

CATEGORIES:  Health, Financial, Legal, Real Estate, Insurance, Accounting, Charities, Internet, Day to Day Living, Residence, Records/Documents, Possessions, Personal, My Spouse & Family, Potential Conflicts, Values

My Life Directory also serves as a reminder and a catalyst for people to embark on the discussion needed to create the documents. 

See below for Sample Pages

You may be an elder or someone in their prime. We are likely to think we are immune to sickness or tragedy, but we are not. Simplify the important “paper aspects” of your life for your loved ones.  Provide peace of mind for you and for them!

Though you may have an attorney, accountant or a financial planner, chances are they do not know where to find your house deed, passwords, address book, lock combinations, how you pay your taxes and insurance. It is the day-to-day items that take on much more importance for those around us when they must keep your affairs current when you cannot.