ABOUT THE FUTURE FILE SYSTEM
The Future File system provides you and your loved ones two “roadmaps” for legacy planning and affairs. The first helps you to organize your wishes and important information for your loved ones. The second helps your loved ones know what to do when, plus gives them access to that information.
The Future File system helps you take an important step towards helping your loved ones- financially, emotionally and otherwise- during their greatest time of need.
The Hard Copy Product
Our hard copy product has three components:
Instructions Manual. This is where you should start. Read it and follow the instructions to help you to complete the Future File system.
Future File Guidebook. This is where you fill out the information and instructions for your loved ones. Because this Guidebook is meant to be readable by a loved one if something happens to you, it is written for their perspective. That’s why the instructions are in a separate manual.
Future File Filing Folder. As you go through the Instructions Manual, you will be prompted to file information, documents and more in this file (or copies of such information or instructions on where to locate the information). You will file that information in sections that correspond to the section of the Instructions Manual. For example, information from Section A of the Instructions Manual will be filed in Section A of your file folder. Also, you will place the completed Guidebook in the front section of the file folder. The Guidebook, along with the additional information that you put into the filing folder separately, will comprise the Future File system that you can give to or share access with your loved ones.
We have found that people over the age of 40 tend to prefer this written format. Where prompted, you do have the option to type or to refer to any already typed/digital information needed.
What it Covers
The Future File system covers incapacitations (including medical emergencies and other types of mental incapacitation, such as dementia or Alzheimer’s disease), immediate needs related to a passing, and longer-term wrapping up of personal affairs.We have had our product tested by everyday people, estate planners, financial planners, industry professionals and more to make sure it is fully comprehensive. It covers everything from personal to business information, wishes, personal effects, digital accounts and information and so much more. And, you get all of this for a tremendous value- a small price to pay to give your loved ones the peace of mind, time savings and financial savings that come with preparing your Future File.
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