Product Description The best 'get your life organized' workbook available!
Everyone has important paperwork and personal information -- but it's not always easy to find. Whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of:
instructions for survivors
secured places and passwords
final arrangements
estate planning documents
employment records
insurance policies
tax records
retirement accounts
government benefits
real estate records
and much more
This workbook provides a complete system for structuring and organizing a records binder. If you'd like to work on your computer, use the CD-ROM -- then simply print your work and put it in a binder.
Customer Reviews
Average Rating:
Rating: - A gentle, thorough system, even for an ostrich like me!
I've been left to pick up the pieces after a loved one's death and would not wish that experience on my family. That said, exactly because the subject was so intensely emotional, I'd put off meaningful gathering and preparation.
A recent experience I watched unfold showed me how selfish that approach was and I started looking for a method to pull together information. This book came highly recommended, and I liked the idea of the accompanying CD-Rom.
Rating: - Not as expected
We were hoping to set up a will and living directive, but the CD didn't have that. The forms are in PDF format so you print them off and fill them out?? Not sure why that is, deliver a Word doc so people can type it in. It's a great get all the information together type of book, just not great on the other parts of what to do if you become incapacitated type situations.
Rating: - Everyone has important paperwork and legal information which loved ones should have access to
Everyone has important paperwork and legal information which loved ones should have access to: GET IT TOGETHER: ORGANIZE YOUR RECORDS SO YOUR FAMILY WON'T HAVE TO appears in its second updated edition to tell how to sort important records, help your family find needed information, and how to do so with or without a computer in hand. Step-by-step descriptions of what documents will be needed, how to organize and protect them, and how to provide selected users with keys for finding them quickly make GET IT ... Read More
Rating: - Covered All The Bases...And More
I bought this book thru Amazon in June 2006 because of my experiences working with a close friend who had just lost his father rather unexpectedly. My friend faced a monstrous task of trying to track down his father's assets, business records, last will, credit accounts, etc. just to scratch the surface. As a participant in his frustration, I began to think about the arrangement of my personal life and how my loved ones would tend to my estate.
"Get It Together" brings so much to the table ... Read More
Rating: - 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 ... Read More