Get It Together

Get It Together

Organize your Records So your Family Won't Have to

Book - 2016
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Baker & Taylor
Helps organize information for estate planners, and shows how to keep track of such important documents as tax records, insurance policies, and passwords.

Ingram Publishing Services
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.

Do your loved ones know where to find your life insurance policies, online banking passwords, real estate deeds, or even your will?

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
  • final arrangements
  • letters to loved ones
  • and more.
This workbook provides a complete system for structuring a records binder and easily organizing it for your loved ones. This edition is easier to use than ever, with fully updated resources and references. All forms are now downloadable at provided link in the book.
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).

Publisher: Berkeley, CA : Nolo, 2016
Edition: 7th edition
ISBN: 9781413323153
Branch Call Number: 332.02401 C8978g 2016
Characteristics: 143, 24 pages ; 28 cm
Additional Contributors: Irving, Shae

Opinion

From Library Staff

Has instructions and forms (and downloadable forms) for organizing a binder containing your important legal and personal information. The information will be useful for friends or family who step in to help should you be unable to care for yourself.


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