Organize your Important Personal, Financial, Insurance, Estate, and Medical information in one place by creating a Life Transition Binder
If something were to happen to you, could a family member step in and assist you?
Could you benefit from organizing all your important documents in one place?
​ A Life Transition Binder is an organizational tool. It is a resource that pulls together your important details from all areas of your life. Many refer to it daily since all their information is at their fingertips. It is a gift for your family and will bring you peace of mind knowing your loved ones can assist you if you need help. What's more, it complements your estate documents, providing your family with the details they need to settle your estate.
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Don't leave an unintended scavenger hunt for your family should something happen to you!​
"We now have peace of mind that we are much better prepared for sudden life transitions as we age in place. Sandra's materials also help us more effectively manage our affairs going forward. "
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--Norma and Chris F.
What Information Goes In a Life Transition Binder?
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Personal and Family details
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Property
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Financial
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Investments
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Insurance
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Medical
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Service Providers/Bill Payment
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Other​
"It is a relief to know we now have one central location of our most important documents ... We believe the binders will be one of the most important gifts we can give our children."
--Raymond A. and Tamar F.
Want to know more?
Sandra Batra, Founder of LifeLink Consulting, understands how important a Life Transition Binder can be from personal experience. When her father had cancer, having a Binder completed meant all the information she needed were easily accessed. Sandra could instead focus on spending quality time with her parents.
"I thought it was a great program and got many of us thinking about and discussing vital issues, particularly in facing the process of aging."
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--Course Participant
I work with clients in a number of ways, but for most the on-line class is the best option. It includes a downloadable electronic file with over 50 pages of templates that can be customized. The videos in the class provide direction and other important information as well as bonus material.​
To learn about all product options (in-person and online classes, purchasing a physical or digital binder, or working one-on-one) click on the button below.
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​Your Life Transition Binder is your resource for now and for the future.
​Once complete, my clients use their Binders daily--providing instant access to all their important details. It is their resource to remind them what they have and where it is. It helps to keep them organized, independent and in control, while providing them with peace of mind knowing their family and executors can turn to it as needed.
It is for the now, the what if, and the when.
(Similar resources are sometimes referred to as a Legacy Drawer, a Death Binder, an Emergency and End Of Life Planner, a Next of Kin File, Important Document Storage, Legacy & Emergency Information File, Just in Case Binder, Now that I am Dead File--my binder is meant to be used every day as well as in emergencies!)
It is never too early to start.
It’s never too early to get these details together, no one knows what the future holds. It is important to be proactive and organize all these details so a family member can assist you when you need help. Don't delay creating one of the greatest gifts you can give to yourself and your family!
Take control, act now so your loved ones have the information they need in the event of an emergency. This will give you and your loved ones peace of mind.
Take a class, download a template, or let me help you gather, organize, and consolidate the important information in a confidential and secure way.
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