LEGACY PLANNING MADE SIMPLE

Helping Families Prepare, Not Panic

Personalized Document Prep | Compassionate Counseling | Simple DIY Binder Kits

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Frequently Asked Questions

What is Life: Sorted?

Life: Sorted helps individuals and families organize what matters most. We offer three ways to plan with confidence:

  • Document Preparation – professionally prepared, notarized documents such as simple wills, powers of attorney, healthcare directives, and HIPAA releases.
  • Consulting Services – one-on-one guidance to create a complete Legacy Binder that organizes every important detail of your life.
  • DIY Digital Downloads – ready-to-use templates and guides for those who prefer to work independently.

Each option is designed to bring clarity, confidence, and peace of mind to you and your loved ones.

Are you a lawyer or financial advisor?

No. Life: Sorted provides clerical and educational document preparation and organizational services, not legal, tax, or financial advice. When your situation requires specialized expertise, such as setting up a trust, guardianship for minor children, or complex estate planning, we’ll refer you to a trusted attorney or financial professional.

How does document preparation work legally?

Our document preparation services follow Florida’s guidelines for nonlawyer assistance. Here’s what that means:

  • You provide the personal information and instructions for your documents.
  • We prepare your forms exactly as you direct, using clear, attorney-approved templates.
  • We do not interpret the law, give legal advice, or decide which documents you need. We educate and assist with accuracy and compliance.
  • All documents are reviewed with you before signing and are properly witnessed and notarized as required.

This approach keeps your documents legally valid while saving you time, money, and confusion.

Why would I need consulting if I can just download the binder myself?

That’s a great question, and one of the most common.

Many people buy planning workbooks or binders with the best intentions, but life gets busy and the pages stay blank. It’s not because they don’t care, it’s because the process can feel overwhelming when you’re doing it alone.

Our consulting service bridges that gap. You’re not just filling in forms, you’re learning what each section means, how documents connect, and how to make sure your family actually has what they need when the time comes.

The Life: Sorted Legacy Binder is one of the most comprehensive and educational systems available, designed to teach as you go. During consulting, we sit together (in person or virtually), walk through each section step by step, and ensure every detail, from financial accounts to funeral preferences, is clearly documented and understood.

You’ll finish feeling confident, informed, and completely organized, not just with a binder, but with peace of mind.

What’s included in the Legacy Binder?

Your customized binder includes everything your family may need in one organized place:

  • Personal details and emergency contacts
  • Estate documents (Will, Power of Attorney, Healthcare Directive, etc.)
  • Financial accounts, insurance, and property records
  • End-of-life wishes and funeral preferences
  • Digital accounts and passwords
  • Key contacts and instructions
  • Optional personal letters or ethical will

(Whether you build it yourself, with consulting support, or alongside document preparation, every version is clear, comprehensive, and easy to maintain.)

How long does it take?

That depends on your selected service:

  • Document Preparation: Typically one virtual consultation, followed by one in-person appointment to finalize and notarize documents.
  • Consulting: Two sessions, plus time to complete your customized homework list at your own pace.
  • DIY Downloads: Instant access lets you complete anytime, anywhere.

Is this service confidential?

Absolutely. Your privacy is our top priority. All personal information is handled with discretion and securely stored or returned to you after completion.

How much does it cost?

We offer flat-rate pricing to keep things simple and transparent. Visit our Services Page for current rates and package options.

Is Life: Sorted a calendar or app?

No. Life: Sorted, LLC provides end-of-life planning and organization services for individuals and families. We are not affiliated with any calendar, scheduling, or productivity apps with similar names. Our official website is lifesorted.llc.

How do I get started?

  1. Book a Free 15-Minute Consultation to discuss your needs.
  2. We’ll help you decide whether document preparation, consulting, or DIY tools are the right fit.
  3. You’ll receive a clear plan, and leave feeling organized, confident, and ready for anything.

📞 Call: 321.244.8885

📧 Email: LifeSortedLLC@gmail.com

🗓 Book Online: Book a complimentary intro chat