Testimonials

Surprise Savings Account

Thank you for helping me to sort thru my paperwork after my husband's death. If it wasn't for you I would have never known that I had over $10,000.00 in a Health Saving account. You not only found it, but then you worked thru all the necessary paperwork to submit the claims. I couldn't have done it without your help.

Bettie Ditman

Westminster, MD

2017-07-04T01:33:29+00:00

Bettie Ditman

Westminster, MD

Thank you for helping me to sort thru my paperwork after my husband's death. If it wasn't for you I would have never known that I had over $10,000.00 in a Health Saving account. You not only found it, but then you worked thru all the necessary paperwork to submit the claims. I couldn't have done it without your help.

Gift to Myself

My Lifebook was a gift I gave myself. There are so many pieces of information to manage a family and I feared that if something happened to me, my family would not know where to begin. Mary Helen is an expert at pulling together and documenting all the right information. My Lifebook gives me a sense of security. It has an easy layout, can be updated quickly, and makes sense. I use it often for easy reference and am so glad I allowed Mary Helen to navigate my most important data and create a tangible, accessible personal data management system.

Heather in Frederick, MD

2017-06-11T17:08:52+00:00

Heather in Frederick, MD

My Lifebook was a gift I gave myself.

Mom loved it!

I bought a LifeBook as a gift for my mother. She loved it! She said it was exactly what she had been looking for to organize her estate planning. She's already started working through the book and just raves about it. Thanks Mary Helen!

Kira from Germantown, MD

2017-06-23T15:58:04+00:00

Kira from Germantown, MD

I bought a LifeBook as a gift for my mother. She loved it! She said it was exactly what she had been looking for to organize her estate planning. She's already started working through the book and just raves about it. Thanks Mary Helen!

The Lifebook is a life saver

The Lifebook is a life saver. To be able to find all my important financial information and personal documents in one place has proven immensely helpful time and again. Mary Helen Dennis has been helping our family for more than a decade. The Lifebook is a perfect item to simplify and organize what can seem overwhelming amounts of paper and information. I highly recommend this service!

Susan Liss, Chevy Chase, MD.

2017-08-15T01:53:55+00:00

Susan Liss, Chevy Chase, MD.

The Lifebook is a life saver. To be able to find all my important financial information and personal documents in one place has proven immensely helpful time and again. Mary Helen Dennis has been helping our family for more than a decade. The Lifebook is a perfect item to simplify and organize what can seem overwhelming amounts of paper and information. I highly recommend this service!

Great Organizer

Mary Helen loves to take piles and turn them into files. She's not only a great organizer, she's honest and puts the needs of the client first. I highly recommend her services.

Angela Martin, Frederick, MD

2017-08-15T02:06:26+00:00

Angela Martin, Frederick, MD

Mary Helen loves to take piles and turn them into files. She's not only a great organizer, she's honest and puts the needs of the client first. I highly recommend her services.

Extremely Useful

I knew the Life Book would be very useful to others who someday will need to know what I own and where it all is, but I never realized how much I would use it all the time to locate items and provide account numbers to others who seem to always need them for one reason or another.

PK in DC

2017-08-17T19:05:34+00:00

PK in DC

I knew the Life Book would be very useful to others who someday will need to know what I own and where it all is, but I never realized how much I would use it all the time to locate items and provide account numbers to others who seem to always need them for one reason or another.

Mary Helen guided me through the process of identifying the types of information my family members or my estate executor would need to know.

Katherine

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