Award-Winning System for Organizing Your Important Documents and Personal Information

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Award-Winning System for Organizing Your Important Documents and Personal Information

  • Home
  • Award-Winning System for Organizing Your Important Documents and Personal Information

Over our lifetimes, we accumulate a vast array of important personal documents and information, including financial documents, birth and marriage certificates, medical information, end-of-life wishes plus all the accounts, user ids, and passwords we use online. When needed, most people can locate from memory an important document. However, in the unexpected event that a loved one or friend need to step on your behalf, locating important information can be incredibly challenging since most people haven’t catalogued their important information in single, easy to access system. This is where the MemoryBanc organization system comes in.

The system we created was named the #1 gift in the Brain Healthy Gift Guide, received an “Older-Adult Based Innovation” by AARP Foundation, and our workbook edition named by Caregiver Magazine as “Book of the Year”.

We want to get you started and offering you a free download to put the most critical information loved ones would need in one hour. Download Here

Don’t wait for a crisis to get organized. The What If Kit walks you through documenting your most critical financial information in less than one hour, giving your loved ones everything they need to step in and help fast. Bank accounts, digital access codes, bill pay details, and more. All in one place. Download it free today.

Products

Three great tools to help you get organized:

MemoryBanc Workbook

MemoryBanc makes it easy to document accounts, usernames, and medical history so they can be easily found or shared should they ever be needed by a spouse or loved one. It also helps couples that divide and conquer stay on the same page and gives individuals a way to easily hand over important information should it ever be needed. With the help of MemoryBanc, readers no longer have to store their information in their heads, on their phones, in a file, or under a keyboard—they now have one place that captures it all.

MemoryBanc Register Binder

Delivered in a turned and stitched three-ring vegan leather binder with moire lining and front-cover pocket, this book guides you through the collection of the information surrounding you in your day-to-day life. The binder allows for easy page additions and updates as your information changes, assets grow and medical and online accounts accumulate. This builds on any estate planning, wills and medical directives already in place.

MemoryBanc Register Digital Files

Delivered as an editable PDF that can be saved, updated and printed, the instantly available files can be saved to your computer or a flash drive and allows for easy additions as your information changes, assets grow and medical and online accounts accumulate.

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We are professional financial advocates and serve as Power of Attorney and Trustee for our clients and their families. We offer in person service in Virginia, Maryland, District of Columbia and Minneapolis/St. Paul, Minnesota.

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