Important documents are any documents, records and sets of information that document who you are and how you live your life. Throughout our lives, we rely on these documents more often than we may realize. They help us verify our identity, manage our finances, receive medical care, protect our families, advocate for ourselves, and navigate both expected and unexpected life events. The documents that matter most are the ones that apply to your life, responsibilities, relationships, work, health, and future plans.

If you’ve ever felt overwhelmed by just the thought of getting all of your important documents in order, there is a reason. It’s a big project! This isn’t a one and done task, as there is ongoing adding, updating, and maintaining involved as you move through the different stages of your life.

Using the Life Cycle Way approach for important documents breaks the project into manageable phases so you can make steady progress at a pace that works for you, and have a sustainable customized system you can always return to.

Getting your important documents in order is not what I would call easy. If it were, I suppose everyone would have this adulting task complete. For me, this can often feel like document whackamole, with priorities shifting, laws changing, and major life transitions. Furthermore, you may be like me where you have immediate family, extended family, and pets you care for, and each of them come with their own set of important documents. It’s alot and you are not alone.

I understand because I am consistently doing this work myself. I offer virtual Important Document planning and organizing sessions with 1:1 companion support for moving through the cycle. I’ve been navigating this life system for a long time and have suggestions, lessons learned, recommended customized tools, and customized accountability support to offer.