Downloadable guides and checklists that break the process into manageable steps, helping you organize your affairs, identify important records, and prepare for the people who may one day need to assist you.
The Life Log Roadmap™ is a downloadable collection of guides and checklists designed to help you organize important personal, business, and estate information using the system that works best for you.
Whether you use a notebook, filing system, spreadsheet, online tool, or another organizational method, the Life Log Roadmap provides a structured framework for identifying what information should be documented, what records should be maintained, and which actions can help make life easier for those who may one day need to manage your affairs.
Designed to break an overwhelming process into manageable steps, each roadmap helps you understand what items to capture, what supporting documentation to store and safeguard, and what practical actions you can take today to reduce future complexity for a delegate, power of attorney, trustee, or executor.
Looking for additional guidance and educational resources? Advocate Life Hub™ builds on the roadmap experience with interactive roadmaps, articles, videos, expert insights, planning tools, and downloadable resources designed to help you navigate the process with confidence.
The Life Log Roadmap™ is an ideal choice for individuals seeking a practical, self-directed approach to organizing their affairs while helping ensure important details are not overlooked.
The Roadmap guides you through the Life Log process step by step
(example below from Family section)
Features:
- Breaks the Life Log process into manageable steps
- Guidance on what information to document
- Recommendations for records to maintain and safeguard
- Practical actions that can reduce future burden on delegates
- Comprehensive item and information checklists
- Helps identify gaps and overlooked areas
- Works with any organizational system
- Supports powers of attorney, trustees, executors, and other delegates
This product is licensed for personal use only. Purchase grants use by the purchaser and members of their immediate household, or individuals acting on their behalf in a fiduciary capacity. Redistribution, resale, sharing outside of permitted users, and commercial use are prohibited.
See Full Personal Use License Agreement.
You must log in and be a buyer of this download to submit a review.
Get enhanced interactive roadmaps, expert guidance, and exclusive resources with Advocate Life Hub™.
Advocate Life Hub
Educational resources, expert insights, and practical support for people organizing their affairs and those serving as a delegate (POA, trustee, or executor) for a loved one.