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 legally valid documents in place before they’re needed, whether you’re nearby or across the state.
- What we do
We prepare common, essential documents (based on the information you provide) so everything is ready for signing:- Wills
- Powers of Attorney
- Healthcare Directives
- HIPAA Releases
- How it works
- 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.
Note: Life: Sorted 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 Doers Who Prefer Self-Guided Planning (Available Nationwide in All 50 States)
If you’re comfortable taking a hands-on approach, our DIY offerings (digital downloads, video coaching, planning packets) let you work at your own pace — with structure, templates, and guidance built in.
We believe everyone deserves access to legacy planning tools — whether you want full service, help along the way, or total DIY.
Life: Sorted – Document Preparation, Consulting, and Legacy Planning Services 