After managing her parent's estate, Lisa was bound and determined to have an organized approach to her family's documents and processes. As a healthcare and HR professional and certified coach, she knew all too well the stress of caregiving, juggling a job and trying to find important documents. Lisa created the Domestic Administrator Portfolio to do just that -to locate documents (financial, medical, personal property, etc), their locations, payment schedules, medical history, utilities, even down to the pet's veterinary and medication schedules. She uses the tool as easy access to financial information for her family quarterly reports as well.
Put yourself in your loved one's shoes. Because important documents and home management processes may be hard copy or electronic, stored in a cloud, filed in File 13, managed automatically or require monthly paper management, could he/she find what is needed to manage your household in your absence?
For more information, contact Lisa Boesen at firstname.lastname@example.org