WYNKfile™ Frequently Asked Questions

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.

 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.

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.

What truly sets it apart? Support is included. Your purchase comes with 3 months of support to help you stay accountable and actually finish the process.

Whether you move at your own pace or lean into the support provided, 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! Your purchase of WYNKfile™ includes 3 months of support—but it doesn't start until you activate it. When you're ready, just sign up for support using the link provided when you purchased your WYNKfile™.

Support includes weekly virtual office hours, a live Getting Started Workshop, and structured co-working time to help you actually follow through. You're not on the clock until you activate—so start when the timing works best for you.