Details In Order
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Featured Products

This portfolio 2-book set is perfect for a single person. It helps you collect organize and store your vital information personal wishes and legacy details. 

  • Personal and Vital Information 
  • Financial and insurance details 
  • *Emergency contacts  
  • Asset records and account information  
  • Storage area for key legal documents 
  • ( Health Directives, Power of Attorneys, 
  • Wills and Trusts) 

 This thoughtfully designed trio of portfolio books that honors each partner's voice, values and vital details. Includes everything featured in the My Details In Order set, with space for individual and shared planning. 

 Perfect for those seeking hands-on support to organize vital information and Gain clarity around essential legal document needs. 

This service includes:  

  • 3 hours of one-on-one guidance - in-home or by phone. 
  • A full Life Portfolio set (Couples set available for $325) 
  • Overview of essential legal documents 
  • Optional notary and document recording services 

Note: Legal Documents are sold separately. 

BOOK YOUR PERSONALIZED GUIDANCE SESSION TODAY, AND GET YOUR ESSENTIAL LEGAL DOCUMENTS IN ORDER.

Complete Estate Organizational Services 

3 hrs|$299

This isn't just paperwork-it's your life your legacy and your Peace of Mind. Together we'll make sure your details are in order so you can move forward with confidence. Full-Service Life Portfolio Guidance (includes 2 book portfolio set) $299. Personalized support to help you organize what matters most. What's included: *Three hours of dedicated guidance- via zoom or in home appointment. *Section-by-section walkthrough of your Life Portfolio covering vital information and essential documents. *Answers to your questions in real time, with practical tips and support tailored to your needs.

CALL TO SCHEDULE  800-566-4611 

– ESSENTAL LEGAL DOCUMENTS –

 Everyone deserves to be prepared for the unexpected. These foundational documents belong in every life portfolio to support clarity, protection and peace of mind.  

LEGAL DOCUMENT OFFERINGS

Our Life Portfolio legal documents are designed to support simple estate distribution with clarity and ease. Each item is crafted for individuals seeking practical do-it-yourself solutions.


  • Healthcare Directives/Medical Power of Attorney - $20 (witnessed only OK) 
  • General Durable Power of Attorney - $40 (must be notarized) 
  • Last Will and Testament – free included with Life Portfolio set (witnessed only ok) 
  • Revocable Living Trust - $125 (must be notarized)
  •  Notary coordination 
  •  County filing assistance – (County filing kit $30) 


These documents are currently available only in the state of California and are sold separately we encourage selecting the appropriate items during your personalized organizational appointment for best alignment with your goals. 

Additional Services, available only to Full service guidance customers 

For those navigating complex estate matters we recommend consulting with an accredited estate planning attorney to ensure your wishes are fully protected.

Why Build a Portfolio With Us?

Because we don't just sell you a portfolio- we welcome you into a family, committed to clarity, confidence and long-term peace of mind.  

We stay in touch, so you're never left wondering. From life’s updates to legal changes, we share what matters.  

every Life Portfolio can be registered for accountability and tailored support. You’ll receive reliable updates, personalized by your location and evolving needs.

Call today to schedule an appointment or to order documents.

Phone 916-909-9683 or 800-566-4611

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