Getting Coaching

Sometimes you just need an accountability partner and coach. Someone who can help guide you through the next steps and set you on the right path for success. If you struggle to complete your documentation project, then coaching may be your answer. Watch this short video to learn more and schedule a 25-minute strategy session to see if we can help.

Getting Started

Documenting your critical information is overwhelming to most people. That’s understandable, especially if you think about the project as a whole.

Where to start? That’s often the first question we get asked. We suggest breaking the project down into bite-sized pieces that you spread out over a defined period of time.

For example, if each time you pay a bill during the month, you simply put a copy of it in your “Grab-n-Go” binder, by the end of the month you will likely have all of your credit card and utility bills gathered.


Select a box or container to collect your copies. Then, each time you pay a bill, place a copy in the box.


Use our checklists to gather additional information you will want to include in your binder.


Organize the contents of your box by dividing bills in to categories: credit cards, utilities, health care, etc.


Decide where to keep your critical information and let your heirs and/or caregiver know where it's stored. It's always a good idea to make a backup copy.