Document your cash flow roadmap to show income, expenses, and account details.
Don't get charged overdraft, late penalties, or miss out on submitting claims for reimbursement.
Know what to save and what to shred so you stop fighting the piles of paper accumulating on your desk, and in your file cabinet.
Going online may be the only way your POA can quickly support you. This guide includes a simple way to document your lock screen codes, usernames, passcodes, PINs, and Security Questions.
Hi. I'm Kay H. Bransford and I wrote the book on how to get your personal information organized ... like your financial accounts, medical history, online passcodes, and even household records. When my parents started having medical issues and I needed to help them, even with a power of attorney in hand, I realized that I didn't have the knowledge I really needed to step in and be a medical advocate, pay bills, and manage the household.
The system I created led MemoryBanc to win the AARP Foundation award for "Older-Adult Focused Innovation," and the workbook version hit Amazon best-seller status before it was even released to the public. I won't stop there. I want to help every family be ready for whatever life throws at you. Make it easy for the person you have named Power of Attorney by getting your information in order and giving it to them. I am giving away this free guide to help get you started.
In a week, I will follow up to help you through this guide. Please reach out and ask questions—I'm happy to help. You can reach me at Kay@MemoryBanc.com or call the office at 703.436.2827