Everything important, organized in one place.
If something unexpected happened tomorrow, would the people you trust know where to find the information they need?
The Life Management File is a simple, practical system designed to help you organize the important documents and information that keep your life running — so you and the people you trust can find what they need, when they need it.
From medical information and insurance policies to finances, legal documents, pets, digital accounts, final wishes and more, this guide walks you through creating one organized place for it all.
No digging. No guessing. No wondering where to start.
Digital Life Management File Guide — $59
CHOOSE THE OPTION THAT WORKS FOR YOU
LIFE MANAGEMENT FILE — $59
Complete 19-page digital Life Management File system, ready to download and print.
LIFE MANAGEMENT FILE + FILLABLE WORKSHEETS — $79
Everything in the Life Management File, plus printable fill-in worksheets to help you record and organize important information.
GUIDED LIFE MANAGEMENT FILE — $149
Complete Life Management File, fillable worksheets, plus a private 90-minute session with Sarah to help you get started and work through your system.
NEED MORE HELP? — $65/HOUR
Additional one-on-one organizing assistance is available virtually or in person where available.
[ GET YOUR LIFE MANAGEMENT FILE ]
WHAT’S INSIDE
Your Life Management File includes 19 printable pages designed to walk you through creating and maintaining your own organized system.
12 Essential Life Categories
• Contacts
• Personal & Identification
• Medical
• Insurance
• Financial
• Home & Auto
• Digital
• Legal Documents
• Final Wishes
• Storage & Valuables
• Pets
• Business
Plus:
• Step-by-step instructions for building your file
• Complete supply list
• Helpful accessory suggestions
• Instructions for organizing and adding your information
• Security and document-storage guidance
• Master completion checklist
• Tips for maintaining and updating your file
Print it. Build it. Make it your own.
WHO IS THIS FOR?
The Life Management File is especially helpful for:
• Individuals and couples who want to get their important information organized
• Families managing a household and multiple responsibilities
• Adults helping aging parents organize their affairs
• Caregivers who may need quick access to important information
• Homeowners with financial, insurance, property and vehicle records
• Pet owners who want care instructions easily accessible
• Small business owners who need a continuity plan
• Anyone preparing for an emergency, illness, move or major life transition
• Anyone who keeps saying, “I really need to get all of this stuff organized.”
You don’t have to wait for a crisis to get prepared.
The best time to organize this information is before someone needs it.
HOW IT WORKS
1. DOWNLOAD YOUR GUIDE
Receive your digital Life Management File and save it to your computer for future use.
2. GATHER YOUR SUPPLIES
Use the included supply list to choose a file box, folders and any optional accessories that work for you.
3. BUILD YOUR FILE
Print the guide, label your folders and arrange the 12 sections in order.
4. ADD YOUR INFORMATION
Work through one section at a time, gathering documents and recording where important originals are stored.
5. KEEP IT CURRENT
Review your Life Management File at least once a year and whenever you experience a major life, financial or household change.
A little at a time adds up to something incredibly valuable: knowing exactly where your important information is when you need it.
WANT A LITTLE HELP?
You don’t have to put your Life Management File together alone.
Smart Living Skills offers one-on-one guidance to help you gather, sort and organize your information and work through the sections of your file.
PERSONAL GUIDANCE — $65/HOUR
• Virtual sessions available from anywhere
• In-person assistance available in select areas
• Work through one section or your entire file
• Sessions customized to your individual needs
OPTIONAL FILLABLE WORKSHEETS — $20
Prefer to write or type your information directly onto organized forms?
A printable fill-in worksheet package is available as an optional add-on.
Need help deciding what you need? Just ask!
[ CONTACT SMART LIVING SKILLS ]
WHY CREATE A LIFE MANAGEMENT FILE?
Most of us know where some of our important information is.
But all of it?
It may be scattered between filing cabinets, email accounts, apps, drawers, safes, computers and boxes — with important details living only in our heads.
A Life Management File brings that information together into one organized system.
It can help:
• Make everyday life easier to manage
• Reduce the stress of searching for important information
• Make emergencies easier to navigate
• Give trusted family members clear direction if you’re unable to manage things yourself
• Keep important household, financial and personal information organized as life changes
• Give you peace of mind knowing you’ve handled something that’s easy to keep putting off
This isn’t about expecting the worst. It’s about making life easier — for you and for the people you love.
FREQUENTLY ASKED QUESTIONS
DO I NEED TO COMPLETE EVERYTHING AT ONCE?
No. Work through your Life Management File one section at a time. The goal is progress, not perfection.
DO I KEEP MY ORIGINAL DOCUMENTS IN THE FILE?
Not necessarily. Copies may be used when appropriate, while important originals can remain securely stored elsewhere. Simply record where the originals are located.
SHOULD I INCLUDE PASSWORDS?
No. For security, passwords should not be written directly in your Life Management File. You can record where secure access information is kept instead.
CAN I USE THIS FOR MORE THAN ONE PERSON?
Absolutely. Customize your system for your household and add additional folders or copies of pages as needed.
HOW OFTEN SHOULD I UPDATE IT?
Review your file at least once a year and after major life, financial or household changes.
WHAT IF I NEED HELP?
One-on-one virtual or in-person guidance is available for $65/hour. Printable fill-in worksheets are also available for $20.
READY TO GET ORGANIZED?
You don’t have to wait for an emergency to wish you had everything in one place.
Your Life Management File gives you a clear place to start — and a simple system you can continue using as your life changes.
Get organized. Be prepared. Give yourself peace of mind.
LIFE MANAGEMENT FILE — $59
CHOOSE THE OPTION THAT WORKS FOR YOU
LIFE MANAGEMENT FILE — $59
Complete 19-page digital Life Management File system, ready to download and print.
LIFE MANAGEMENT FILE + FILLABLE WORKSHEETS — $79
Everything in the Life Management File, plus printable fill-in worksheets to help you record and organize important information.
GUIDED LIFE MANAGEMENT FILE — $149
Complete Life Management File, fillable worksheets, plus a private 90-minute session with Sarah to help you get started and work through your system.
NEED MORE HELP? — $65/HOUR
Additional one-on-one organizing assistance is available virtually or in person where available.
Digital download • Print at home • Use again as needed
[ GET YOUR LIFE MANAGEMENT FILE ]
Questions or need personal help?
Smart Living Skills
Sarah Neeley
205-504-6670
sarah@smartlivingskills.com