Everything you need to get organized
Do your loved ones know where to find your insurance policies, passwords, title to your car, real estate deeds, health care directive, or even your will?
If you’re like a lot of people, you keep important information—from automated bill-pay details to passwords to the location of important documents—in your head or stashed in the odd desk drawer. Unfortunately, this disorganization will cause hassles for those who someday take care of you or your estate.
Get It Together
is a guide and a workbook to help you gather your records and prepare important documents. With it, you create an
organizer
for you and a
road map
for your survivors. It provides a complete framework to help you and others keep track of:
secured places and passwords
employment and business records
bank, brokerage, and retirement accounts
personal property and real estate records
dependent children, pets, and livestock
insurance policies
tax records
estate planning documents
funeral arrangements
letters to loved ones
The workbook is comprehensive, yet 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 to guide your completion of each section. Examples of these sections are: How Durable Powers of Attorney for Finances Work; Types of Memorial Services; Choosing Your Executor or Successor Trustee; Avoiding Probate for Bank and Brokerage Accounts; and Leaving Your Vehicles to Others.
You will also find direction for:
safely storing your completed planner
maintaining your planner over time, and
talking with loved ones about accessing your planner when the time comes.
Your purchase includes downloadable forms.
You can create your planner using the hardcopy pages from the book, or you can use
Get It Together’s
electronic files instead. After downloading and saving the electronic files to your computer, you will complete, print, and assemble the sections to create your personal planner. Later, when you want to update a section, you can simply modify the file on your computer.
This workbook provides a complete system for structuring and organizing your information and documents into a records binder.