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

By Melanie Cullen and Shae Irving

Book Overview

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.

Now available a companion Binder & Tab Set - search for "get it together binder and tab set"

• Format: Paperback
• Language: English
• ISBN: 1413323154
• ISBN13: 9781413323153
• Release Date: September 2016
• Publisher: NOLO
• Length: 432 Pages
• Weight: 2.21 lbs.
• Dimensions: 0.9" x 8.3" x 10.7"

Customer Reviews

Get It Together: Organize Your Records So Your Family Won't Have To by Melanie Cullen

My mother died suddenly and left her estate in a total mess. I was left shocked, grief-stricken and alone in struggling to make sense of what needed to be done. I wouldn't wish that ordeal on anyone let alone on those I love. This workbook and companion organizer is the perfect solution. Nothing will be left to guesswork if I am incapacitated or dead. It is thorough yet simply organized and written from a compassionate perspective. It is a gift of love to provide this kind of direction to those who must make decisions on your behalf.

Just What I Needed

I've recently retired and am looking forward to years of "re-engaging" with activities I haven't had time to focus on during all those years of full-time work and rearing children. Get it Together is exactly what I needed to provide essential background information and help me organize all the documentation I want my family to have. Now I can travel and do the things I've been looking forward to without worrying about whether my children will be able to figure out what I would have wanted them to know in case something should happen to me. Get it Together has given me an entree to discuss things with my children and to encourage them to do their own planning for the future.

Caring and Compassionate

Melanie Cullen has approached a very difficult topic with insight and compassion. Starting with the Letter to Loved Ones, Health Care Directives, Funeral and Memorial Services, through various chapters on the disposition of assets - including Pets and Livestock - she offers helpful guidance in a straightforward, friendly manner. Whether you already have everything together or haven't a clue where to start, "Get It Together: Organize Your Records So Your Family Won't Have To" is an excellent guide that will make it easier for your loved ones to help in the event that you are incapacitated, or to manage your estate when you are gone. The forms in the book and on the CD can be easily organized and updated in the companion Planner. A must read for everyone!