The Personal Affairs Portfolio

Life planner and coordinator

US Couple Verison of an Estate and Life Planner

The Everything Binder Book has been designed to help you keep all your personal information safe and organized in one place--primary contacts, medical history, insurance information, private access information, estate planning, retirement details, final wishes, letters to loved ones and much more. There's even a section for your four-legged friends. Protect yourself, your family, and keep everything in one easy to access place, just in case. The Everything Binder Book was designed and created by Michelle Perry Higgins, whose work has been recognized numerous times over the last 20 years. Among her many achievements, Ms. Higgins was named to Investopedia's Top 100 Most Influential Financial Advisors list in 2017. Previously, WealthManagement.com ranked her on their Top 25 Women-Owned RIAs list in 2012, 2014, and 2015, on the Top 50 Women-Owned RIAs in 2013, as well as the "Top 40 Under 40". She has appeared on CNBC, CBS, and Fox, and has been quoted in Oprah.com, Forbes, USA Today, The Los Angeles Times, and many more publications. Ms. Higgins is a contributor on The Wall Street Journal Expert Panel.

From letting your family know your wishes, to having everything ready to go in an emergency - The Everything Binder has everything you need. An Everything Binder - Workbook includes contains: Personal Information Immediate Contacts Pre & Post-Death Checklists Medical History Important Contacts Insurance Private Security & Access Information Income & Cash Equivalents Pet Information Funeral Arrangements Document Originals & Copies Estate Planning Documents Letters to Loved Ones Real Estate Personal Property Retirement & Investments Debt Business Ownership