The Simple Way to Organize Life’s Most Important Details.
A Practical Toolkit to Organize Your Life, Finances, and Legacy
✔ 35+ fillable forms, checklists, and templates to record your most important information
✔ Organized into 9 clear sections: personal details, medical, finances, assets, digital life, and end-of-life planning
✔ Includes a pre-organized zip folder to jumpstart your setup
✔ Bonus Resources Section packed with document checklists, printable binder cover & section dividers, and guides for paper retention, digital legacy planning, and what to do after a loss.
The Greatest Gift You Can Leave is a Well-Organized Legacy
Most people wait until it’s too late to organize their important details. Don’t leave your family scrambling. WYNKfile™—short for “What You Need to Know”—is a digital life and legacy organizer that helps you collect, store, and update your most important personal, financial, and estate information.
✔ One-Time Purchase, Lifetime Access: No subscriptions, just a system you control.
✔ No Cloud Storage Required: Keep your information private and secure.
✔ Fillable & Printable: Save it on your computer, a flash drive, or print a hard copy—whatever works for you.
✔ Simple, Step-by-Step System: No confusion, no overwhelm—just progress.
Most people start but never finish—get support to stay on track.
How many times have you bought something to get organized and never used it? This time is different—you have a plan.
With this 3-month support plan, you’ll have the guidance, accountability, and structure to actually complete your WYNKfile™.
✔ Getting Started Workshop – A guided walkthrough to set up your WYNKfile™ the right way.
✔ Section-Specific Workshops – Deep dives into key areas with practical advice and Q&A.
✔ Weekly Office Hours & Co-Working Sessions – Drop in for help, accountability, and dedicated time to get it done.
You don’t have to do it alone—get the support you need to finish.
Let’s be honest: organizing your important information is overwhelming. You don’t know where to start, what to include, or how to keep everything updated.
That’s why we created WYNKfile™—a simple, fill-in-the-blanks system that walks you through every step so you can finally get it done.
✔ Find everything you need in one place – no more hunting for papers and important information when you need it.
✔ Save your family from stress & confusion – give them a clear roadmap to handling your affairs when you can't.
✔ Feel confident & prepared – for the unexpected and the inevitable.
You've put this off long enough—start today and take control.
✔ Step 1: Get Instant Access
Purchase WYNKfile™ and start organizing today.
✔ Step 2: Start with What Matters
Not everything will apply to you—begin with the sections that matter most.
✔ Step 3: Use Only the Forms You Need
Skip what doesn’t apply and focus on what's relevant for your life.
✔ Step 4: Keep It Updated
Life changes, and so can your WYNKfile™—review and update it as needed.
Get WYNKfile™ today and take control—on your terms.
Want extra support? Stay on track with 3 months accountability and live guidance.
Please reach us at support@organizedlegacy.com if you cannot find an answer to your question.
WYNKfile™ (What You Need to Know) is a comprehensive digital library designed to help you organize and manage all your important personal, financial, estate, and end-of-life documents in one place. It includes 35+ fillable forms and templates that are easy to use digitally and print when needed.
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.
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.
If you lose your download link, please contact our customer support team at support@organizedlegacy.com with your purchase details, and we will assist you in retrieving your WYNKfile™.
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 there are significant changes in your personal, financial, or legal situation.
WYNKfile™ is more than just a collection of forms. It’s a flexible, organized approach to help you get your life and legacy in order—on your terms. While many workbooks or downloads are just tools, WYNKfile™ gives you clear categories and a step-by-step guide to organize only the information that applies to you.
For those who choose to add support, WYNKfile™ offers Getting Started Workshops and weekly Office Hours to help keep you accountable and on track.
Whether you go at your own pace or with additional support, WYNKfile™ is designed to help you stay organized, prepared, and confident.
If you print your WYNKfile™, place important documents and copies related to each section in page protectors to keep them organized and protected. Store your WYNKfile™ in a secure location, such as a safe or locked drawer. Keep originals of vital documents (e.g., wills, insurance policies) in a fireproof safe.
If you're going to store your WYNKfile™ digitally, set up a dedicated folder on your computer or cloud storage for your WYNKfile™. Create subfolders for each section to store digital copies of important documents. If storing on your computer or flash drive, ensure the folder is password-protected or encrypted. If using cloud storage, make sure it is encrypted and password-protected. Securely store originals in a fireproof location.
Yes! You can add-on support any time you like. The 3-month support plan includes co-working sessions, live workshops, and office hours where you’ll get personalized advice and accountability. It’s always more fun with friends who support and encourage us to finish what we started. Add support for $49.
Organized Legacy, LLC is not a law firm, and I’m not an attorney or financial advisor. The information and services on this website are for educational and informational purposes only and aren’t intended as legal, financial, or professional advice. Please consult with qualified professionals about your own situation. Accessing this site doesn’t create any kind of attorney-client or advisor-client relationship.
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