Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom)

Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom)

Product Type: Book

Product Price: $21.99

Manufacturer: NOLO

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Description

Get your life organized with the best workbook available!

Paperwork and personal information isn't always easy to find, and organizing your records can seem like an intimidating task. But, 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, and
  • real estate records

    This workbook provides a complete system for structuring a records binder and easily 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 Forms The book contains 28 blank tables where you can organize information about the following topics:

    Letter to Loved Ones
    Instructions for Loved Ones
    Biographical Information
    Children
    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

    Reviews

    Rating: 3 / 5
    Date: 2010-07-17
    Summary: "Book good, CD excellent, don't get the binder rip off."

    The book was good, the CD was great. You can type information into the forms and print them. Don't get the binder, it is a rip-off. You can make one for $5. No envelopes or anything other than a binder and printed tabs.

    Rating: 5 / 5
    Date: 2009-11-29
    Summary: "Get It Together"

    Easy to read and understand. Just print and fill in. Great book with forms via book or printable from computer disc. Forms are concise.

    Rating: 5 / 5
    Date: 2009-10-20
    Summary: "Everyone should be so organized...."

    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
    [...]

    Rating: 5 / 5
    Date: 2009-09-22
    Summary: "Detailed, Step-by-Step Process in Organizing Your Records"

    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.

    Rating: 5 / 5
    Date: 2009-08-05
    Summary: "Excellent Book for All"

    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!