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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:

  • 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

  • Record essential information for family members and 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!
— Trisha Ciochon
My Life Packet - Binder
69.99

What's Included

  • Three-ring binder for organizing your documents

  • 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

  • 10 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

My Life Packet - Fillable PDF Download
34.99

What's Included

The PDF version of My Life Packet allows the user to fill in sections with important information. The sections may be edited for future use.

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 Package
299.00

What's Included

  • Assessment and Action Plan Session - 90 minutes, in person* or virtual

  • One follow-up coaching video or phone call - 45 minutes

  • My Life Packet three-ring binder for organizing your documents (a $69.99 value)

  • My Life Packet digital PDF (a $34.99 value)

  • Checklist

  • Customized Action Plan Worksheet

  • Option to purchase additional coaching sessions

    *In-person sessions within 15 miles of Wilmington, Delaware

Add To Cart
My Life Packet Premium Package
399.00

What's Included

  • Assessment and Action Plan Session - 90 minutes, in person* or virtual

  • Three follow-up coaching video or phone calls - 45 minutes each

  • My Life Packet three-ring binder for organizing your documents (a $69.99 value)

  • My Life Packet digital PDF (a $34.99 value)

  • Checklist

  • Customized Action Plan Worksheet

  • Option to purchase additional coaching sessions

*In-person sessions within 15 miles of Wilmington, Delaware

 

Add To Cart

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.
— Julie Jebo

My Life Packet Table of Contents

Section 1: Important Documents
1.1 Storage Locations for Important Documents
1.2 Healthcare Directives
1.3 Durable Power of Attorney for Finances
1.4 Will and Trust
1.5 Notifying Agents and Loved Ones Regarding this Binder

Section 2: Biographical Information
2.1 Biographical Details
2.2 Medical Information
2.3 Biographical Documents
2.4 Family and People Close to Me
2.5 My Network
2.6 In-Case-of-Emergency Sheet
2.7 Wallet Card

Section 3: Insurance
3.1 Health Insurance
3.2 Life Insurance
3.3 Disability and Long-Term Care Insurance
3.4 Property and Other Insurance

Section 4: Financial Assets and Income Sources
4.1 Financial Assets
4.2 Retirement Plans and Pensions
4.3 Government Benefits
4.4 Other Income Sources
4.5 Other Assets and Accounts

Section 5: Property and Business Interests
5.1 Real Estate
5.2 Business Interests
5.3 Vehicles and Recreational Vehicles
5.4 Jewelry, Artwork, and Specialty Items

Section 6: Debts and Bills
6.1 Credit Cards
6.2 Debts and Loans
6.3 Utilities, Monthly Bills, Automatic Debits
6.4 Charity, Religious Donations, and Savings

Section 7: Other Important Records
7.1 Online Accounts and Passwords
7.2 Tax Records and Documents
7.3 Safe-Deposit Box Inventory
7.4 Service Contracts, Warranties, and Instruction Manuals
7.5 Household Inventory and Home Improvement Records
7.6 Memberships, Organizations, Religious Groups, and Communities
7.7 Service Providers
7.8 Points, Rewards, and Subscriptions

Section 8: Monthly Budget

Section 9: End-of-Life Planning
9.1 Funeral and Memorial Services
9.2 Obituary
9.3 Organ and Whole Body Donation
9.4 Ethical Will and Legacy Letter to Loved Ones

Section 10: Additional Resources
10.1 Recommended Products
10.2 Computer Files Set-Up List
10.3 Safe-Deposit Box Do’s and Don’ts


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.
— Heather Meaney

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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.
— Jennifer Morris
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!
— Jennifer Johnson