Details In Order
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A GIFT FOR YOU, AND FOR THEM – PEACE OF MIND FOR EVERYONE

Life Portfolios offer peace of mind during life's most uncertain moments.

Whether facing an emergency, a period of incapacity, or the loss of a loved one, these thoughtfully designed portfolios provide your family with the direction they need - when they need it most. with every page you're offering more than information you're offering reassurance, preparedness and clarity

CHOOSE THE PATH THAT FITS YOUR NEEDS:

Purchase the Portfolio

Complete it at your own pace. This works best for those that have all their essential legal documents - Healthcare directives, Power of Attorney, Will or Trust.

Schedule Guidance Session

Schedule an in-house or on phone guidance session for personal hands-on support for assistance with arranging your essential legal documents. Includes a portfolio set.

Why we stand apart from the others

Details In Order's Life Portfolios are designed in a Unique Two-Part System

Book One: Vital Information

A working archive of everything you need to organize your daily life right now. From medical directives and insurance details to important contacts, it's the engine behind your day-to-day preparedness. 

Book Two: Private Ledger

Reserved for life's most private, heartfelt moments. It’s not meant to be opened until your passing. Inside you'll find the instructions and expressions that matter most-your funeral preferences, trust or will documents, personal letters to loved ones, and final wishes that reflect your legacy. 

WHAT'S INSIDE OUR LIFE PORTFOLIO SYSTEM

Everything your loved ones will need - exactly where they can find it - so they can face life's critical moments with clarity, confidence and peace of mind.

STARTUP CHECKLIST

A simple guide to help you set up your portfolio with clarity and confidence.

AGENT WELCOME LETTERS

These letters notify your chosen agents that a Life Portfolio has been prepared for them. They confirm your selection of two trusted individuals and provide the location of your Portfolios-so it can be accessed when needed.

21 INFORMATION SECTIONS

Arranged in order of importance and need. Each section includes a holding pocket so your documents are easy to access.

KEY BAG & TAGS

Place copies of your keys here. Use tags to label what each key unlocks, and write down lock codes. Store them all in here. 

FINAL AFFAIRS MANAGEMENT

A step-by-step guide of essential tasks to help your designated agent navigate a difficult time with clarity and care. 

LAST WILL AND TESTAMENT

Included at no charge, this essential legal document ensures your wishes are known. For larger estates you may wish to explore the benefits of a Trust-but this Will provides a strong foundation.

PORTFOLIO REGISTRATION NUMBER

Each Life Portfolio includes a unique registration number Registered to you so that you'll  receive updates and access new pages as they become available.

ATTENTION RETAIL CUSTOMERS:REGISTER YOUR LIFE PORTFOLIO BOOK

Each book is individually numbered and uniquely yours. By registering your purchase, you'll receive


  • New pages and enhancements for your portfolio 
  • Estate planning tips and legal insights  
  • Important changes that may affect your legacy 

REGISTER HERE

 We're here to support your journey with clarity, care, and the most current information available, so please take a moment to leave us your name and 

e-mail address.  

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