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Orderly Affairs

Free Encryptable USB Backup Drive Included In Every Kit, No Add-On Required
1. What is the Orderly Affairs kit?

Orderly Affairs is a complete estate planning organizer kit that helps you gather, label, and store your most important documents in one place. Each kit includes 57 pre-labeled folders, step-by-step instructions for your family, and an encrypted USB drive for digital accounts and passwords. It’s designed so that if something happens to you, your loved ones know exactly where everything is and what to do.

2. Who is this kit for?

Anyone who has a household, a family, financial accounts, or people who depend on them. That includes parents, retirees, newlyweds, single adults, and anyone caring for aging parents. You don’t need to have a will or a formal estate plan to start โ€” the kit works regardless of where you are in the planning process.

3. Do I need a will or estate plan before using this kit?

No. The Orderly Affairs kit is useful whether you have a full estate plan or none at all. It helps you organize whatever documents you currently have and makes it easy to add more over time. Many customers use it as the first step toward getting their affairs in order.

4. What's the difference between the Orderly Affairs kits?

We offer four kits to fit different needs and budgets. The Self Starter Kit is our most affordable option and a great way to begin getting organized with the core folder system. The Orderly Essentials Kit builds on that with a more complete set of organizational tools. The Standard Kit includes everything in the Essentials Kit plus additional storage and materials for a more comprehensive setup. The Fireproof Kit is our most complete option, adding fireproof document bags to protect your most critical papers from fire and water damage. All kits include the same pre-labeled folder system and encrypted USB drive.

5. How is this different from a binder or a workbook?

Binders and workbooks tell you what to write down, but they don’t help organize your actual documents. Orderly Affairs gives you a complete physical filing system with 57 pre-labeled folders covering every area of your life, plus step-by-step instructions written specifically for the person who will need to manage your affairs. It’s a system, not just a checklist.

6. Does it cover digital accounts and passwords?

Yes. Every kit includes an encrypted USB drive designed for securely storing passwords, account credentials, and access information for your digital life. Instructions walk you through what to save and how to keep it updated.

7. How long does it take to fill out?

Most people complete the core sections in a few hours spread across a weekend. You don’t have to do it all at once. The step-by-step instructions inside each folder guide you through exactly what to add, so there’s no guesswork.

8. Is the Orderly Affairs kit a good gift?

It’s one of the most thoughtful gifts you can give to a parent, spouse, or anyone you care about. It removes the overwhelm of starting, gives them a clear system to follow, and provides real peace of mind for the whole family. It’s popular for Mother’s Day, Father’s Day, and milestone birthdays.

9. What if I already have a filing system at home?

The Orderly Affairs kit is designed to replace scattered filing systems and consolidate everything into one organized place. The pre-labeled folders cover categories most people have never thought to organize, including digital assets, medical directives, pet information, and physical access codes.

10. Where should I store the kit once it's filled out?

Keep it somewhere accessible to the people who would need it in an emergency โ€” not locked away in a place only you can access. Many customers store it in a home safe, a fireproof cabinet, or a designated spot they’ve shared with a trusted family member. The Fireproof Kit adds an extra layer of protection if you’re in an area prone to wildfires, floods, or severe weather.

11. What is your return policy?

We want you to be completely satisfied with your Orderly Affairs kit. If you’re not happy with your purchase, please reach out to us within the return window outlined on our Return and Refund Policy page and we’ll make it right. Unused kits in their original condition are eligible for a return.

12. How long does shipping take?

Orders are processed and shipped promptly. Delivery times depend on your location and the shipping method selected at checkout. You’ll receive a tracking number once your order ships so you can follow it to your door.

13. How does the USB drive encryption work?

The encrypted USB drive included in your kit is designed to keep your passwords and digital account information secure. Encryption means the data on the drive is scrambled and can only be accessed with the correct password โ€” so even if the drive were lost or stolen, your information stays protected. The kit includes simple instructions on how to set it up and what to save on it. You don’t need any technical experience.