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

Everything you need to get organized

This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For each topic, you will find helpful content, rich resources, and step-by-step instructions.

Also, available: A companion Binder & Tab Set, by Melanie Cullen. To purchase, search for "get it together binder and tab set." Do your loved ones know where to find your life insurance policies, online banking passwords, real estate deeds, or even your will?

If you're like a lot of people, you keep important information--from the whereabouts of family heirlooms to online passwords to automatic bill-pay details--in your head or stashed in the odd desk drawer. Unfortunately, this disorganization will likely cause hassles for those who someday take care of you or your estate.

Get It Together provides an easy, straightforward method to help you and others keep track of:

• secured places and passwords
• employment records
• insurance policies
• real estate records
• tax records
• retirement accounts
• estate planning documents
• funeral arrangements
• letters to loved ones
  

This updated 8th edition is a guide to gathering records, an organizer for you, and a road map for your survivors.

All forms are downloadable through a link printed in the book.

Also, available: A companion Binder & Tab Set, by Melanie Cullen. To purchase, search for "get it together binder and tab set."

Melanie Cullen holds an MBA from the Graduate School of Business at Stanford University. She has served in executive management and business consulting in support of technology, distribution operations management, and strategic management.
Melanie enjoys the blessings of Get It Together, relying on her own personal planner for many years. She rests easy knowing that its road map will bless her loved ones when the time comes. She wishes the same for you and yours.

Shae Irving has written and edited for Nolo since 1994, specializing in estate planning and family law issues. She has written or co-written books and software, including Prenuptial Agreements: How to Write a Fair and Lasting Contract, Living Wills and Powers of Attorney for California, Get It Together: Organize Your Records So Your Family Won't Have To, and Nolo's Quicken WillMaker Plus software. Shae graduated from Boalt Hall School of Law at the University of California, Berkeley.