Get It Together : Organize Your Records So Your Family Won't Have to - Softcover

Melanie Cullen

4.28

267 ratings by Goodreads

9781413301052: Get It Together : Organize Your Records So Your Family Won't Have to

Softcover

ISBN 10: 1413301053 ISBN 13: 9781413301052

Publisher: Nolo, 2005

View all copies of this ISBN edition:

Everyone has important paperwork — but not everyone is prepared to find it. Whether readers need to organize records for themselves or their survivors, Get It Together shows them how.

Designed for ease of use by both readers and their survivors, Get It Together helps them track down:

� instructions for survivors � final arrangements � estate planning documents � employment records � insurance policies � tax records � retirement accounts � government benefits � real estate records � and much more

A CD-ROM lets them fill out the workbook on their computers — so they can simply print their work and put it in a binder. Contains legal and practical guidance for each of the topics covered, including the following: � Personal Letter to Survivors- � Final Arrangements: Organ Donation; Burial or Cremation; � Funerals and Memorial Services- � Employment Records-Government Benefits-Real Estate � Practical Instructions for Survivors-Obituary-Insurance Policies-Credit Cards and Other Debts- � Business Interests Biographical Information- � Will and Trusts-Tax Records-Secured Places and Passwords-Vehicles � Health Care Directives-Children and Other Dependents � Bank and Brokerage Accounts-Memberships-Additional Personal Property � Durable Power of Attorney for Finances-Pets and Livestock- � Retirement Accounts and Pension Plans- � Service Providers-Other Important Information And much more

"synopsis" may belong to another edition of this title.

Book Description:

This workbook is a complete guide to collecting and organizing important papers and information, and it makes the process easy for the reader and for loved ones who will wrap things up when the time comes. The author leads readers through the process step by step, prompting them to provide information that will make sure family members don’t lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history).

From the Author:

When my mother was sick, she and I discussed a few important items: her final arrangements; her insurance agent, attorney, and financial advisor; the location of her safe deposit box. Although sparse, these bits of information were precious to me when the time came. Soon after she passed, I created a personal planner with my own important information and records―the basis for Get It Together.
Get It Together is a guide and resource to help you create your own personal planner―an organizer for you and an eventual road map for your loved ones. It covers 28 topics, including you, your family, your work endeavors; your assets and liabilities; your estate planning and final wishes. It provides a framework for newlyweds and parents, for those planning travel or deployment, for seniors―really, for all mortals.
For more information, and to purchase the companion Binder & Tab Set, please see www.GetItTogetherBook.com.

"About this title" may belong to another edition of this title.