Comprehensive Planning Services
At Life: Sorted, we do more than just generate paperwork. We help bring clarity, organization, and peace of mind to your legacy planning. Your loved ones deserve a plan that’s accessible, complete, and stress-free.
Document Preparation (Florida Residents)
We help you have properly prepared documents in place before they are needed, whether you are nearby or across the state.
STANDARD DOCUMENTS
We prepare common, essential documents (based on the information you provide) so everything is ready for signing:
- Wills
- Durable Powers of Attorney
- Healthcare Directives
- HIPAA Releases
YOUNG ADULT ACCESS (Ages 18+, Florida Residents) Support independence with a clear family safety net.
When a child turns 18, access to medical, school, and financial information changes overnight. This guided package helps young adults and families prepare and organize essential authorizations and planning tools so trusted individuals can assist when needed, without overstepping personal boundaries.
Includes preparation support for:
- HIPAA Authorization preparation Designation of Health Care Surrogate (Florida)
- Durable Power of Attorney (Limited or Full Scope)
- FERPA consent organization support (school privacy release guidance)
- “When Your Child Turns 18: Family Access & Readiness Guide” planning resource
Service Options:
Local residents (Volusia County): Full service. We’ll handle document preparation, notary, witnesses, and you walk away with signed originals plus digital copies.
Florida statewide: We prepare your documents and ship them to you. You finalize locally with a notary and witnesses. We provide clear, step-by-step instructions.
All clients receive secure digital copies and organized delivery of prepared documents.
Important Note: Life: Sorted, LLC is not a law firm and does not provide legal advice. We offer clerical document preparation services only, typing the information you provide into standard Florida forms. We do not select documents, interpret laws, or advise on legal consequences. For legal guidance or complex situations, please consult a licensed Florida attorney.is not a law firm and does not provide legal advice. We prepare documents based on the information you supply. For complex legal issues, we provide referrals to attorneys.
Consulting Services
Document preparation is just one piece of the puzzle. Our consulting services help you build a legacy system that your family can easily follow.
- In-person consulting available in Volusia County.
- Virtual consulting available nationwide
Note: Couples planning together require additional time and documentation, which is why there is an additional fee. Each person will receive an individualized plan within a shared binder, ensuring both of your legacies are clearly and separately documented.
Document Organization Package
✓ Collection and organization of essential legal, financial, and personal documents
✓Custom Master Document List for easy tracking
✓Guidance to set up secure physical or digital storage
Beneficiary & Account Review Checklist
✓ Review of retirement accounts, life insurance policies, bank accounts, and more
✓Assistance compiling your beneficiary info for your review
✓Personalized suggestions for financial advisor or attorney follow-up, if needed
Legacy Binder Creation
Our Signature Service
✓ Document Organization Package PLUS
✓ Beneficiary & Account Review Checklist PLUS
✓ Copies of key documents (wills, trusts, titles, etc.)
✓Medical directives & emergency contact information
✓Funeral/burial/memorial preferences worksheet
✓Digital assets & password log (for online accounts, devices, subscriptions)
✓Important contacts list (doctors, attorneys, caregivers, etc.)
✓Option to include sections for pet care wishes, if needed
✓All wrapped up in a fireproof/waterproof binder
Family Meeting Facilitation
✓ Guide a calm, clear meeting with family to share plans and information.
Ongoing Maintenance Plan
✓ Annual check-in to update documents, beneficiaries, or wishes.
DIY Option — For Self-Guided Planners (Available Nationwide in All 50 States)
If you prefer a hands-on approach, our DIY resources give you the structure and guidance to work at your own pace. Choose from digital downloads, planning packets, and optional video support designed to help you organize your information clearly and confidently.
We believe everyone deserves access to thoughtful planning tools, whether you want full service, guided support, or a completely independent path.
Life: Sorted – Document Preparation, Consulting, and Legacy Planning Services 