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The Essential Binder

Imagine this…

  • You’re in a car accident, hospitalized for weeks with multiple injuries. Does anyone in your life have the knowledge and access to manage your household? Can they locate your financial account numbers, due dates, and passwords?

  • A sudden evacuation forces you to leave your home. Could you grab your critical documents and information in just minutes?

  • If the unthinkable happened and you passed away suddenly, does anyone know your end-of-life wishes or where to find your estate planning documents?

Let me share some personal examples—every time I prepared to leave on a trip, a nagging worry would creep in: “What if something happens to me? I haven’t appointed a guardian for my kids, and no one knows where to find the bills or how to pay them.”

The Essential Binder was a vital resource for me when my husband had to be life-flighted to Vanderbilt in 2021 and I had to rush home, pack and leave in the matter of a few hours.  I ended up there for a 42 day stay and one of the weeks while I was there, someone was able to bring me my Essential Binder that had all the information I would need to pay bills and more.

We never know what each day holds, having an Essential Binder is a tool everyone needs in their life.  

Here’s what you’ll get with your purchase.

  • 6 Short, Easy-to-Follow Video Tutorials: Each video guides you through one of the essential sections.
  • An 80+ Page Printable Workbook: This comprehensive workbook is divided into 6 key sections:
  1. General Information and Contacts
  2. Medical Snapshot
  3. Current Finances
  4. Assets and Practical Matters
  5. Future Finances
  6. End of Life Wishes

Some sections even include pages for your spouse, children, or pets. Have multiple children or pets? Simply print additional copies of those sections.

Why You Need The Essential Binder:

  • Peace of Mind: Know that all your critical information is organized and easily accessible.
  • Empowerment: Equip your loved ones with everything they need to manage your affairs, should the unexpected happen.
  • Daily Convenience: Use it as a quick, go-to reference for all your important information, neatly organized in one portable binder.

The Essential Binder isn’t just a product—it’s an invaluable gift to yourself and your loved ones. Don’t wait for a crisis to realize you need it. Invest in peace of mind today.

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