MyLifeFiles

Basic life information, categorized and detailed for you. Choose the sections that relate to you. We all need some of these, like Medical Information, but some sections will not apply to you. Access the sections in any order you like, fill in your details, and save them on your computer or storage device. Completing all of the applicable sections will take you some time to do thoroughly, but in the end ,you will have the peace of mind of knowing that your essential information is all organized and readily accessible. Update your information at least annually.

Financial & Asset Information
Business Information
Real Estate Information
Vehicles
Legal Information
Funeral Planning
Personal Property Inventory
Contact Information And Primary Contacts
Other notes and information

How To Use This Planner

Great! You’re getting started. Here are a few tips and guidelines:

Privacy and security of your information is very important – for most of us, they are a major concern. Consider carefully where and how you will store your information and files. Choose a security approach that protects and gives peace of mind.
There are 17 sections in this planner. Complete all those that apply to you. For instance, you may not own a vehicle so don’t complete that section. The same applies to Pets, if you don’t own one, leave that section empty as well.
You can download the content files, fill in your information, and then use a dedicated USB to store your content. Many security specialists say that it is better not to keep the information on your computer, and that a USB should be your only electronic version. It is up to you to consider your security perspective and then to decide where to store your information.
There are many documents to attach or file with the Planner information, and they aren’t all electronic. Keep a binder with clear sheet protector sleeves. If you are printing a hard copy of this planner, use these plastic sheets to hold copies of contracts, photos, business cards and relevant documents.

About This Planner

This Planner, when you have filled it out, should be kept in a very safe place. It can be kept in a safe at home, if you have one available, as you have the combination handy and someone else knows the combination. A secure hiding place that is known only to trusted loved ones may also work.
Some people prefer to keep original documents in a safe place and insert only photocopies into the Planner binder. Make sure someone knows where you keep it.
You can keep a hard copy or book version of your Planner in a bookcase. (You can even disguise the Planner as a book). This can work for some information, but it is more secure to store security information, like passwords and financial data, in a secret place. A safety deposit box may be an option, or a copy could be left with a trusted family member or appropriate professional. This would ensure that certain passwords and codes are kept in secure locations while the rest of the Planner is easily accessible.
Some sections, such as “Personal Information and Contacts,” will be fairly easy to complete, while others, such as “Planning Your Funeral,” require research and reflection. Complete the planner in stages. Start with the “Emergency Info Card,” and then proceed with the rest. Do one section a week!

How To Use This Planner

You will find some information that is asked in more than one section. This is done so that it is easy to locate all of the information about a particular topic (for example, medical information). Fill in all the information outlined for each section.
If you find something you want to include while recording your information but there is no section for it, go to the folder called “NOTES”, make a sub-folder, and include whatever information you like. You can have several different notes files, as needed.
It is a good idea to seek advice from your financial advisor and lawyer when you complete your financial and legal sections. It is also essential that your documents are up‐to‐date and that you are aware of the medical, legal, and financial regulations pertaining to the province or state where you live.
Enlist the help of your spouse, partner, children, or a friend while working on your planner, but don’t be surprised if they are hesitant to have the conversations about illness or death. Let them know that organizing your affairs now will save everyone a lot of emotional stress and confusion later.
An excellent safeguard for your Planner is to purchase a waterproof, fire-proof bag to keep it in.
Contact MyLifeFiles for information about the binder and fireproof bag.

Update Your Information Regularly

When there are significant changes in your life such as: marriage, separation, divorce, birth of children or grandchildren, death of a spouse or partner, or a change of residence, having this information close at hand becomes essential. Review it annually even if there are no life changes to prompt you to do so, just to ensure that everything is up to date. Life changes can have legal and financial ramifications, so make a note in your calendar to review your information annually. Updating your Planner is easy, and remember to date the new version, make a backup copy of the file, and delete old versions.

Please Note

The MyLifeFiles website also provides updated information, news, resources, and events. Join our website forum and tell us your stories, share information, and ask questions of your fellow members. Include your tips, critique, and suggestions concerning any topic in the planner. Include information about seminars, helpful books and sites, unusual memorial services, related online companies, challenges, and successes.

MyLifeFiles Pricing:

Initial subscription cost - $149 (gives a full year of access to the website)
Annual fee for subscribers - $29 (gives access to all the resources on the site, and all forms, so that users can update their information at any time. Must hold a valid subscription membership to renew with the annual fee.
With the subscription and the annual fee, users receive program updates and news

MyLifeFiles is an inexpensive and secure way to organize all your key information and give you peace of mind! Sign up today.

MyLifeFiles

MyLifeFiles

How To Use This Planner

About This Planner

How To Use This Planner

Update Your Information Regularly

Please Note

MyLifeFiles Pricing:

Sign Up Today!

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