Get It Together: Organize Your Records So Your Family Won't Have To

by Melanie Cullen J.D.

Overview

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

This book is organized to make the process 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.

Product Details

ISBN-13:	9781413332032
Publisher:	NOLO
Publication date:	09/01/2024
Sold by:	Barnes & Noble
Format:	eBook
Pages:	440
File size:	17 MB
Note:	This product may take a few minutes to download.

About the Author

Melanie Cullen holds an MBA from the Graduate School of Business at Stanford University. She has served in executive management and business consulting in support of technology, distribution operations management, and strategic management.

Melanie enjoys the blessings of Get It Together, relying on her own personal planner for many years. She rests easy knowing that its road map will bless her loved ones when the time comes. She wishes the same for you and yours.

Table of Contents

Completing Your Planner 1. Instructions 2. Letter to Loved Ones 3. Biographical Information 4. Children 5. Others Who Depend on Me 6. Pets and Livestock 7. Employment 8. Business Interests 9. Memberships and Communities 10. Service Providers 11. Health Care Directives 12. Durable Power of Attorney for Finances 13. Organ or Body Donation 14. Burial or Cremation 15. Funeral and Memorial Services 16. Obituary 17. Will and Trust 18. Insurance 19. Bank and Brokerage Accounts 20. Retirement Plans and Pensions 21. Government Benefits 22. Credit Cards and Debts 23. Secured Places and Passwords 24. Taxes 25. Real Estate 26. Vehicles 27. Other Income and Personal Property 28. Other Information Appendixes A: Using the eForms B: Lawyers and Other Experts My Planner Index