Is my information secure? Yes — completely. When you fill out your organizer the information stays entirely on your own device. It is never sent to our servers or stored anywhere online. Think of it like a secure digital form that only exists on your computer or phone.

What devices does it work on? Your organizer works on any device — desktop, laptop, tablet, or smartphone. It can even be saved to your phone's home screen like an app for instant access anytime.

Is this a subscription? No. The Family Financial Legacy Organizer is a one-time purchase. There are no monthly fees, no renewals, and no hidden charges — ever.

How is it delivered? Within one business day of your purchase you will receive a personal welcome email with your unique private link and password. Your organizer is password-protected and accessible only to you and anyone you choose to share it with.

Can I update it after I fill it out? Absolutely. Your organizer is a living document — open it anytime to update accounts, add new information, or make changes as your life evolves. We recommend reviewing it once a year.

What if I need help? We're real people and we're here to help. Reach out anytime at info@family-flo.com and you'll hear back within one business day.

Is this a legal document? No. The Family Financial Legacy Organizer is an organizational tool — not a legal document. It is designed to help your family locate and access your financial information. We always recommend working with a licensed estate planning attorney for your will, trust, and other legal documents.

What's included in the 10 sections? Your organizer covers Personal Information, Financial Accounts, Insurance Policies, Property & Assets, Digital Assets, Passwords & Device Access, Legal Documents, Trust Qualifier, Celebration of Life, and Key Contacts & Notes.

Can I print it? Yes — simply click the Print / Save as PDF button at the bottom of your organizer. We recommend storing a printed copy in your home safe or with your estate attorney.

What if I'm not tech savvy? The organizer is designed to be simple and straightforward — if you can fill out a form you can complete your organizer. And if you ever get stuck our team is just an email away at info@family-flo.com.