GENWISE FAQ

What is Genwise

Genwise is a guided workbook that helps you organize your most important financial, legal, medical and personal information in one place. It's designed so your loved ones can easily find what they need if something unexpected happens.
Who is Genwise for?

Anyone who wants peace of mind knowing their affairs are in order. It's especially useful for: individuals planning their legacy, adult children helping with aging parents, families who want to be prepared for emergencies and caregivers who need quick access to critical details.
What's the Difference between the Print, PDF and Kindle Versions?

Print Workbook-For people who prefer writing by hand and keeping a physical copy. Fillable PDF- For those who like to type, save and update digitally. Kindle eBook- A budget friendly guide you can read anywhere; best paired with a notebook for writing.
Do I need legal or financial knowledge to use Genwise?

No. Genwise is written in plain, conversational language. It doesn't replace legal or financial advice and suggests multiple times that the reader should consult a will, trust and estate attorney with specific questions or concerns. It helps you organize your important information so professionals and loved ones can access it quickly if needed.
Is my information secure?

Yes. Genwise never collects or stores your personal details. You fill out your own print copy, PDF (saved securely on your device) or notes alongside the Kindle version. You control who has access to your complete book.
What happens if my information changes?

Life changes- and Genwise is built for that. The fillable PDF can be updated anytime. With the print workbook, you can add notes or start a new copy as needed. Many families choose to update their Genwise book once a year, like a financial check-up.
Can Genwise replace a will or trust?

No. Genwise is not a legal document. It complements your will, trust or medical directives by organizing and recording the details that make those documents easier to carry out.
How long does it take to complete?

You can fill out Genwise at your own pace. Some people complete it in a weekend; others use it gradually over several weeks. Even partial progress brings more peace of mind than leaving everything scattered.
Can I give Genwise as a gift?

Yes! Many people give the print workbook to parents, adult children or friends as a thoughtful and practical gift that says, "I care about you and your legacy."
Why should I start now?

Because life is unpredictable. Starting Genwise now means you and your loved ones will be better prepared for emergencies- and you'll have peace of mind knowing everything is organized in one place.