Synopses & Reviews
Synopsis
Everything you need to get organized 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
We've reorganized this 9th edition to make the process more 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.
With downloadable forms: organize your records using worksheets (details inside). Save the worksheets to your computer and then complete, print, and store them at your convenience.
This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For your ease, a companion Binder & Tab Set is also available on Amazon. To purchase, search for "get it together binder and tab set."
Synopsis
This workbook is a complete guide to collecting and organizing important papers and information-and it makes the process easy for the reader and for loved ones who will wrap things up when the time comes. The author leads readers through the process step by step, prompting them to provide information that will make sure family members don't lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history).