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WYNKfile™ Digital Library

Be Ready for the Unexpected—And the Inevitable. 

A practical, guided system to organize your personal, financial, and legacy details.

Get Instant Access To WYNKfile™

One-time purchase. Lifetime access. No ongoing fees—just everything you need to get organized once and for all.

WYNKfile™ Digital Toolkit

$39
WYNKfile™ Digital Toolkit: What You Need to Know

Most people think a Will is the finish line, but it’s often just the beginning. The WYNKfile™ is a straightforward digital system designed to capture the granular details a lawyer usually doesn't—the "What You Need to Know" info that keeps your life running day-to-day and helps your family avoid a total scavenger hunt later.

What’s Included in Your Digital Toolkit:

35+ Fillable & Printable Forms: Professional, easy-to-use PDFs covering every corner of your life.

9 Core Sections: An organized roadmap covering Personal & Family, Everyday Life, Medical, Finances, Digital Life, Assets, and Estate Plans.

The Digital Legacy Guide: Step-by-step instructions for managing things like Google, Apple, and social media accounts.

The After-Loss Guide: A clear, compassionate roadmap for your loved ones to follow when the time comes.

Bonus Checklists: Includes an Important Document Tracker, Record Retention Guidelines, and a Progress Checklist to keep you moving.

Your Life, On Your Terms: WYNKfile™ gives you a system you own. No subscriptions, no monthly fees, and no cloud storage required. You decide where to save your files—on your computer, an external drive, or in a physical binder using our printable dividers.

WYNKfile™ isn’t just a toolkit—it’s a system to help you stay organized now and prepared for whatever comes next.
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HOW IT WORKS

✅ 35+ Fillable Forms

Easily organize your most important personal and financial information.


✅ Step-by-Step Guidance

Simple instructions to help you complete everything with ease.


✅ Lifetime Access

No subscriptions, no ongoing fees—update as life changes.


✅ You Stay in Control of Your Information

WYNKfile™ is not cloud-based. Choose a secure method that works for you—whether that’s on your computer, a password-protected external drive, or in physical storage like a fireproof safe.

What's Inside the WYNKfile™ Library?

WYNKfile™ (What You Need To Know) includes—35+ fillable forms, guides, and checklists to keep life’s most important details, in a way that works for you.

Your Family Shouldn't Have to Guess.

Get our free checklist: “10 Things to Get in Order Before It’s Too Late.” Download it now and take the first step toward making sure your family has what they need, when they need it.

Send Me the Checklist!

Meet the Creator of WYNKfile™

Hi, I’m Julie, founder of WYNKfile™ by Organized Legacy™. After years of helping families navigate life transitions—both through my own experiences and working with clients—I saw firsthand how overwhelming it can be to manage important details. That’s why I created WYNKfile™—a simple, structured way to get organized before life forces you to.


With practical tools and compassionate support, I help individuals and families get organized—before, during, and after major life events—so they can focus on what truly matters.

What People Are Saying

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This is something every family should have. WYNKfile makes it simple to organize all the ‘what if’ details, so when the time comes, there are no unanswered questions.

— R.H.

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I had no idea where to start with organizing my important information. WYNKfile walked me through it step by step, and for the first time, I actually feel prepared for whatever comes my way.

— F.R.

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WYNKfile has been a game-changer. I finally feel at peace knowing everything is organized and my family will have all the information they need.

— N.H.

FAQs

  • WYNKfile™ is a guided digital library with 35+ fillable forms, checklists, and templates to help you organize your life, finances, and legacy—on your terms, at your pace.

    It’s designed to simplify the process of getting your important information in order, with clear categories and step-by-step guidance so you don’t get overwhelmed.

    And unlike most downloads or workbooks, WYNKfile includes 3 months of support—with a Getting Started Workshop, weekly virtual office hours, and built-in accountability to help you actually follow through.

  • After completing your purchase, you’ll receive a link to log in on the confirmation page and in your email. Once logged in, you can browse the forms in your WYNKfile™ Library and download the forms you need as you go. There is also a pre-organized zip folder included inside your WYNKfile™ for a quick-start download. 

  • Your security is our priority. We do not store any of your personal information. You have full control over where and how your information is stored—whether it’s on a flash drive, printed and kept in a fireproof safe, or in a password-protected folder on your computer.

    We recommend following best practices for storing and sharing your WYNKfile™ to keep your information secure, such as using encryption and ensuring password protection when storing digitally.

  • At this time, WYNKfile™ is available as a digital product. You are welcome to print it and place in a binder or file, or save it on your computer for easy access and updates.

  • We recommend reviewing and updating your WYNKfile™ at least once a year or whenever a major life event occurs (marriage, home purchase, new financial accounts, etc.).

  • WYNKfile™ is more than just a collection of forms. It’s a flexible, organized system designed to help you get your life and legacy in order—on your terms. While many downloads are just random lists, WYNKfile™ provides 9 clear, pre-organized categories and a step-by-step roadmap to help you organize only the information that applies to you.

    What truly sets it apart? It solves the "Post-Death Scavenger Hunt." Most workbooks stop at financial assets, but WYNKfile™ captures the granular details—like digital legacy settings for Google and Apple, phone passcodes, and even where you hide the spare house keys.

    Whether you move at your own pace as a DIY project or choose to add on a membership to the Legacy Lounge™ for live accountability, WYNKfile™ is designed to help you stay organized, prepared, and confident.

  • The WYNKfile™ is designed as a comprehensive, self-guided toolkit to help you organize your legacy at your own pace. While direct 1-on-1 support is not included in the $39 price, you aren't alone!

    If you find you need extra accountability or have questions as you work through your forms, you can choose to add on a membership to the Legacy Lounge™. The Lounge provides:

    • Weekly Live Co-working: Dedicated time to sit down and actually get your forms finished.
    • Expert Q&A: A place to get real-time answers to your specific questions.
    • Community Support: Join others who are on the same journey of organizing what matters most.


    You can join the Legacy Lounge at any time if you decide you want a partner to help you cross the finish line.

  • No. WYNKfile™ is a personal organization tool designed to help you gather, document, and structure important information in one place. It is not a legal document, and it does not replace the advice or services of a licensed attorney, financial advisor, or estate planner.

    Just because something is written in your WYNKfile doesn’t make it legally binding—it’s a guide for your loved ones, not a substitute for formal documentation.

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