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 

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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