Genwise : The Essential Planning Guide and Workbook to Protect Your Family, Finances and Future

If something happened to you today… would your family know what to do? Would a family emergency organizer benefit you and your loved ones? This book helps adults young and old stay organized. Most families have no idea where to start. The result? Chaos, confusion, and painful guesswork in the middle of crisis or grief. Genwise is the solution — a comprehensive planning guide and fillable workbook designed to protect your family from overwhelm, safeguard your finances, and preserve your legacy with clarity. This book was born from personal experience. After spending months helping aging parents navigate the aftermath of their spouses’ deaths, the author realized just how unprepared most families are. Most have not organized their personal, financial or legal information and would not know who to contact in case of a family emergency. Living over 1,000 miles away only added to the complexity. The exhausting process of locating documents, managing decisions, and coordinating support became the inspiration for Genwise — the tool that didn’t exist when it was needed most. Inside Genwise, you’ll find everything you didn’t know you needed — until someone else has to step in. With clear prompts and zero fluff, this workbook guides you through organizing every critical detail of your life, household, and future: Know exactly where your will, passwords, and medical documents are — and who needs access when it matters most. List every account, insurance policy, and monthly bill so nothing gets lost, shut off, or overlooked. Record your preferences for end-of-life care, funeral wishes, or guardianship without uncomfortable guesswork. Create a go-to section for online logins, 2FA codes, and subscriptions — so loved ones aren’t locked out. Document pets, dependents, medications, and emergency contacts — down to the dog walker’s number. Track assets, debts, and important contacts in one place — from your financial advisor to the plumber. Keep family aligned by sharing clear instructions on what to do, who to call, and where everything is. Use it for yourself, your parents, or both — whether you live next door or 1,000 miles away. Imagine the relief of knowing everything is in one place. No more searching for documents. No more panicked phone calls. No more second-guessing what you would have wanted. Instead, your loved ones have a clear guide — written by you — to handle everything with confidence and grace. Imagine your spouse, children, or siblings opening this book and saying, “Thank goodness they thought of this. We know exactly what to do.” Think this isn’t for you? That you’ll get to it “someday”? Let’s talk about that. If you’re older, you might feel this is too complicated, or that it’s too late. But what happens when someone needs to step in — and there’s no roadmap? Loved ones already carrying full plates are left to guess, scramble, or worse. Having everything documented means they can help you with care, not chaos. If you’re in your 40s or 50s, you’re probably juggling aging parents, a career, and maybe even college-bound kids. “Later” sounds practical — until a crisis forces everything into “now.” This workbook keeps you ready, not reactive. If you’re younger, organizing your info might feel unnecessary. But accidents, illness, and unexpected loss don’t check ID. If you have a partner, children, or even just bills in your name, you need a plan. Even naming a guardian for your child or tracking your online accounts can save enormous hardship. You don’t need to finish it in a day. You just need to start. Genwise helps you do that — one page, one step at a time. Don’t leave your family guessing. Let Genwise guide them when they need it most. View Less