FREQUENTLY ASKED QUESTIONS
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WHICH OPTION IS BEST FOR ME?
Please refer to The Templates page of the website where it provides a good comparison on which templates best fit your comfort level and stage of life.
WHAT IF I DON'T HAVE ALL OF MY INFORMATION TODAY?
That's perfectly okay. The Family PACT is designed to be completed at your own pace. Many people start with the information they already have and gradually add more over time. Even having part of your important information organized is a valuable first step.
DO I NEED TO COMPLETE EVERYTHING?
No. Complete only the sections that apply to you. The Family PACT is designed to be flexible and can grow with you as your circumstances change.
HOW DO I PASSWORD-PROTECT MY DIGITAL TEMPLATE?
WHY SHOULDN'T I JUST CREATE MY OWN TEMPLATE?
You certainly can. The Family PACT was created to save you the time and effort of deciding what information to capture and how to organize it. We've thoughtfully designed a comprehensive, easy-to-follow framework that brings together important personal, financial, digital and “life” information in one place—so you don't have to start from scratch. Trust us, it takes some time to create!!
HOW MUCH DOES A TEMPLATE COST?
$15 for either the spreadsheet or fillable PDF versions. $25 + shipping for the physical/printed workbook. It has always been important to us for our products to not only be helpful, but to be affordable.
CAN I ORDER “BULK” WORKBOOKS FOR BUSINESS USE?
Yes, we offer “customized” bulk workbook orders for the Professional community (i.e. Investment Advisors, Insurance Brokers, Trust/Estate Legal communities, Real Estate agents, etc.).
DO YOU STORE MY DATA?
No. That’s the beauty of The Family PACT. We never collect, view or store the personal information you enter into your template. Everything remains under your control and is stored wherever you choose.
WHO SEES MY DATA?
Only the people you choose. Whether you share your information with a spouse, adult child, executor, trusted friend or professional advisor is entirely your decision.
IS MY PERSONAL INFORMATION SAFE?
Yes. Your privacy and security are important to us. The Family PACT is simply a template to help you organize your personal, financial and digital information. We never see, collect or store the information you enter into your purchased templates or workbooks. The Family PACT is NOT cloud-based. You decide and control where your completed template is stored - whether that’s on your computer, an encrypted USB drive, an external hard drive, a secured cloud service, or as a printed workbook kept in a safe location.
The information is yours – we provide the structure.
Please reach out for any support, inquiries, or collaborations, and we will get back to you as soon as possible.