The My Confidant LifeBook is a custom-created, highly organized compilation of all of your personal and private need-to-know information. From insurance policies to bank accounts, to credit cards and online login details, the LifeBook is the solution to your very own Paperwork Puzzle.
Everything is documented for your personal reference and makes a thoughtful gift to pass on to your loved ones when they need it the most.
We create a custom book for you
Buy the kit and go at your own pace.
Store the LifeBook and USB drive in a secure place such as a fireproof safe, safe deposit box, or secured filing cabinet. In addition, leave the PDF files on the flash drive rather than copying or moving them onto your computer. This keeps the information more secure by leaving them on the USB.
Once you’re finished, make sure your estate administrator or personal representative knows where to find the LifeBook! It is an invaluable resource in case of an emergency.
Whether you or your family are faced with an immediate need to reference what you already possess, your LifeBook will remain one of the most important investments you have ever made. As with any good book, you can write your very own story one page at a time.
Serving Westminster, MD and surrounding areas
for organizational tips, shred events and more!