Get Organized. Give Your Family Peace of Mind.
Everything important, clearly organized so your family isn’t left searching, guessing, or figuring things out.
Trusted by individuals, couples, and professionals.
A Simple System to Get Your Life Organized
Comprehensive portfolios designed to organize your information, document your wishes, and make everything easy to find when it matters most.
What This Gives You:
• Everything in One Place: No more searching through files, drawers, or devices
• Easy to Use: Guided sections walk you step-by-step through what to include
• Built for Real Life: Covers finances, accounts, contacts, and final wishes
• Clear for Others: Your family knows exactly what to do and where to find it
• Easy to Keep Current: Update as life changes
Select the Format That Suits Your Life
• Book: A physical copy to keep at home, easy to reference and share
• USB: A portable, secure way to store and carry your information
• Digital: A flexible file you can update and access anytime
No matter which format you choose, everything is organized and ready when it matters most.
Find the Right Portfolio for You
Whether you want comprehensive, streamlined, or travel-ready, there’s
an option designed for you.
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Most Complete: Our Personal Affairs Portfolio
A comprehensive system to organize everything in one place, for both of you.
✔ Available Your Way
Download, paperback, or hardcover✔ Designed for Two
Organize personal, financial, and estate details together✔ Easy to Complete
Guided sections with clear, step-by-step instructions -
Simplest: Our Just the Facts
A streamlined version focused on the most important information, without the extra detail.
✔ Available Your Way
Paperback or digital✔ Focused and Efficient
Covers key personal, financial, and estate details✔ Quick to Complete
Simple prompts make it fast and easy to fill out -
Best for Travel: Our Road Ready Records
Essential information organized and accessible when you're away from home.
✔ Built for Travel
Designed for life on the road, RV living, and time away from home✔ Organized for Two
Dedicated sections for both partners✔ Easy Access Anywhere
Find and update important details quickly while on the go -
Most Complete: My Personal Affairs Portfolio
✔ Available Your Way
Download, paperback, or hardcover✔ Designed for One
Organize personal, financial, and estate details clearly✔ Easy to Complete
Guided sections with simple, step-by-step instructions -
Simplest: Just The Facts
A streamlined version focused on the most important information, without the extra detail.
✔ Available Your Way
Paperback or digital✔ Focused and Efficient
Covers key personal, financial, and estate details✔ Quick to Complete
Simple prompts make it fast and easy to fill out -
Best for Travel: Road Ready Records
Essential information organized and accessible when you're away from home.
✔ Available Your Way
Paperback, or digital✔ Designed for Life on the Move
Perfect for travel, second homes, or time away✔ Easy Access Anywhere
Find and update important details quickly on the go
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USB Option
A portable version of your portfolio, available blank or preloaded with the option you choose. Dual Connectors.
✔ Use It Your Way
Choose a blank USB or have your selected portfolio preloaded✔ Take It Anywhere
Easy to carry and access when you're away from home✔ Store More Than Your Portfolio
Keep copies of important documents, photos, and records✔ Simple and Secure
Plug in and access your information on any computer -
Digital Download
Instant access to your portfolio, ready to use and update anytime.
✔ Get It Instantly
Download immediately after purchase, no waiting✔ Easy to Update
Make changes anytime without rewriting or starting over✔ Access Anywhere
Use on your computer, store in the cloud, or keep a backup✔ Simple to Share
Easily provide access to trusted family or advisors
Praise For The Portfolios
Susan Loumagne launched 55 Plus ES in 2010, committed to helping people manage "the business of life." She is passionate that people share their wishes, plan for their futures, and give their loved ones the gift of knowledge so no one is left scrambling during emotional times.
She developed The Personal Affairs Portfolio, a comprehensive system designed to help individuals proactively manage their personal affairs. She has developed other books for people to organize and share their thoughts and information easily.
Susan's unwavering dedication to preparedness and her passion for helping others navigate life's uncertainties make her a valuable resource and trusted expert in her field. She continues to make a remarkable impact on the lives of individuals, ensuring they are ready to face whatever challenges come their way.