Genwise Guide and Workbook - PDF Fillable

If something happened to you today… would your family know what to do?

Could you use a family emergency organizer to help with legacy planning and reduce family stress in crisis situations?

Most families have no idea what to do. 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 done much estate planning, and their personal finances are often disorganized.

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. With the Genwise financial organizer and legacy planning workbook, families can organize their estate planning and personal financial information.

Whether helping aging parents or your own family, Genwise is an ideal resource for adults of all ages and stages of life.

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.”

Instantly download your PDF fillable copy of GENWISE today! Protect what matters.