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

Cullen, Melanie; Irving, Shae

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:

Get your life organized with the best workbook available!
Paperwork, personal information, and passwords aren't always easy to find, and organizing your records can seem like an intimidating task. But, whether you need to get a handle on records for yourself, your family or your executor, Get It Together will show you how to organize:

instructions for survivors
secured places and passwords
estate planning documents
funeral arrangements
employment records
insurance policies
tax records
retirement accounts
government benefits
real estate records
and more.

For those concerned about sensitive information like passwords, Get It Together lets you:

Securely store an unlimited number of passwords while keeping them handy.
Decide whether you want to record your information electronically or by hand.
Choose the way you want to organize your passwords--for example, alphabetically or by type of product or service.
Easily add related notes, such as security questions.

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

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

Review:

" Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members." Reference & Research Book News
Offers a detailed, step-by-step process for gathering records and key documents and organizing them for future use. Sacramento Bee
Get It Together is a must-have book/planner for every adult. About.com
"Even with a will, the death of a loved one can leave family members without a detailed knowledge of the deceased's financial affairs. Their will, insurance policies, tax records, financial accounts, final arrangement wishes, even personal letters to loved ones can often be lost or dauntingly difficult to find. Intended for seniors and those facing a terminal illness as well as their children and caretakers, this book shows how to organize one s personal papers in a manner which will make it easier for loved ones to find and be able to use in the handling of the estate. The authors show how to catalog financial paperwork into a cohesive planner, how to safely store digital passwords so that loved ones can use them when needed, and how to help family and caretakers find the information they need to make final arrangements and execute the estate." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView"

- Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members.- Reference & Research Book News
-Offers a detailed, step-by-step process for gathering records and key documents and organizing them for future use.- Sacramento Bee
-Get It Together is a must-have book/planner for every adult.- About.com
-Even with a will, the death of a loved one can leave family members without a detailed knowledge of the deceased's financial affairs. Their will, insurance policies, tax records, financial accounts, final arrangement wishes, even personal letters to loved ones can often be lost or dauntingly difficult to find. Intended for seniors and those facing a terminal illness as well as their children and caretakers, this book shows how to organize one's personal papers in a manner which will make it easier for loved ones to find and be able to use in the handling of the estate. The authors show how to catalog financial paperwork into a cohesive planner, how to safely store digital passwords so that loved ones can use them when needed, and how to help family and caretakers find the information they need to make final arrangements and execute the estate.- Eithne O'Leyne, Editor Ringgold, Inc. ProtoView

About the Author:

Melanie Cullen holds an MBA from the Graduate School of Business at Stanford University. Following 20 years in corporate management, she is a consultant in management and technology. An avid planner and a blue-chip organizer, she lives in Davis, California, near to loved ones who appreciate that her affairs are truly in order.

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