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Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom)
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Features
  • ISBN13: 9781413309096
  • Condition: NEW
  • Notes: Brand New from Publisher. No Remainder Mark.
Categories Textbooks Trade-In   Estate Planning   Financial Planning   General   Consumer Law   Reference   Wills   Estates & Trusts   Paperback   Printed Books   All product   Books  

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Description
Get your life organized together with the excellent workbook available!

Paperwork and personal information isn't always simple to locate, and organizing your records can seem like an intimidating task. But, whether you want to categorize records for yourself, your family or your executor, Get It Mutually 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, and
  • real estate records

    This workbook offers a complete system for structuring a records binder and effortlessly organizing it for your loved ones. And, if you'd like to work on your computer, use the CD-ROM and print your work and put it into a binder.

    List of Shapes The book contains 28 blank tables where you can categorize information concerning the following topics:

    Letter to Loved Ones
    Instructions for Loved Ones
    Biographical Information
    Kids
    Others Who Depend on Me
    Pets and Livestock
    Employment
    Business Interests
    Memberships
    Service Providers
    Health Care Directives
    Durable Power of Attorney for Finances
    Organ or Body Donation
    Burial or Cremation
    Funeral and Memorial Services
    Obituary
    Will and Trust
    Insurance
    Bank and Brokerage Accounts
    Retirement Plans and Pensions
    Government Benefits
    Credit Cards and Debts
    Secured Places and Passwords
    Taxes
    Real Estate
    Vehicles
    Other Income and Personal Property
    Other Information

    		•

    Customer Reviews
    Customer rating is 5 of 5  Get It Together   2009-11-29
    By Evelena L. Sponaugle
    Easy to read and understand. Just print and fill in. Great book with forms via book or printable from computer disc. Forms are concise.
    Customer rating is 5 of 5  Everyone should be so organized....   2009-10-20
    By Cherry Chick (Florida)
    This is a wonderful tool for anyone who wants to save their family from having to figuring out what their wishes are should something happen to them. Everyone, young and old, should have these documents prepared. Being organized will giving you a great feeling of relief and satisfaction. This is a great book to help you do that.
    Vicki
    [...]
    Customer rating is 5 of 5  Detailed, Step-by-Step Process in Organizing Your Records   2009-09-22
    By Sandra K. Brown (Illinois)
    This gave me detailed, step-by-step process for gathering records and key documents and organizing them for future use. The greatest resource is the forms CD included with the book and I will be able update and reprint the forms when necessary. I have a peace of mind that my successors will have no trouble making or tracking down stuff because I put all of these forms and key documents in one place and all of the meaningless clutter is gone. My next purchase will be Quicken WillMaker Plus 2009 Edition.

    Customer rating is 5 of 5  Excellent Book for All   2009-08-05
    By Tee (Bronx, NY)
    I bought this book because I have a 1 1/2 year old son and I thought it would be a good idea to have everything organized in case something happens to me. After going through this book, I realized that whomever has the task of executing my wishes will be able to do so with ease. I am already an organized person but this book made me organize my paperwork even better.

    This is a must have book!
    Customer rating is 5 of 5  A family survival guide   2009-05-21
    By Bakari (Sacramento, CA)
    "Get It Together" is a great resource, filled with worksheets, checklists, and step-by-step instructions. It also includes a Windows-based CD-ROM for printing out selected documents and resources. It probably contains more information than most people will need, but it is a good preparation guide for family and loved ones. It's like a family survival guide for when you're no longer here.

    It discusses burial and cremation options, organs and body donation, funeral and memorial services, healthcare directives, small business ownership, and durable power of attorney finances, and the like. Nearly all the material your family will need can be stored in a paper folder and on your computer. Upon your passing away, your family and loved ones will have the necessary documents and information they need about you, your business, employment, and personal life. It's also a useful guide for personal and family planning in general.


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