Get It Together (Organize Your Records So Your Family Won't Have To) - 9781413333718

Everything you need to get organized

Do your loved ones know where to find your insurance policies, passwords, title to your car, real estate deeds, health care directive, or even your will?

If you’re like a lot of people, you keep important information—from automated bill-pay details to passwords to the location of important documents—in your head or stashed in the odd desk drawer. Unfortunately, this disorganization will cause hassles for those who someday take care of you or your estate.

Get It Together is a guide and workbook to help you gather your records and prepare important documents. With it, you create an organizer for you and a road map for your survivors. It provides a complete framework to help you and others keep track of:

• secured places and passwords
• employment and business records
• bank, brokerage, and retirement accounts
• personal property and real estate records
• care plans for dependent children, pets, and livestock
• insurance policies
• tax records
• estate planning documents
• funeral arrangements, and
• letters to loved ones.

The workbook is comprehensive, yet straightforward. In the first half, you’ll find the pages to create your personal planner. In the second half, you’ll find step-by-step instructions and helpful resources to guide your completion of each section. The book also provides helpful advice about:

• safely storing your completed planner
• maintaining your planner over time, and
• talking with loved ones about accessing your planner when the time comes.