For more information, schedule a free Strategy Session using the button below. The cost for our done-with-you services depends upon the services you request and the length of time it takes to complete the project. After the Strategy Session, you will have all of the information you need to make an informed decision about our services.

Done With You

Don’t have the time to organize your information? Or just don’t want to do it yourself? Maybe you have an older parent who isn’t comfortable organizing their information on their own.

That’s okay. We are here to help.

If you live within a 100 mile radius of Indianapolis, Indiana, we can come to your house. We will bring our laptop and a document scanner. Together, we will gather, scan and document your critical information.

Nothing leaves your house, for your protection and ours.

After a day or two, we will have completed all of your documentation. You will receive:

  •  A completed Grab-n-Go binder,
  • A My Life Organizer workbook with all your information completed as much as possible, and
  • A Plan for adding additional information as it becomes available.
  • Plus you will also receive an external USB drive with images of all of your paperwork.


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.