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

..." Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members."--Reference & Research Book News

" Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members." Reference & Research Book News

Offers a detailed, step-by-step process for gathering records and key documents and organizing them for future use. Sacramento Bee "Even with a will, the death of a loved one can leave family members without a detailed knowledge of the deceased's financial affairs. Thier will, insurance policies, tax records, financial accounts, final arrangement wishes, even personal letters to loved ones can often be lost or dauntingly difficult to find. Intended for seniors and those facing a terminal illness as well as their children and caretakers, this book shows how to organize one s personal papers in a manner which will make it easier for loved ones to find and be able to use in the handling of the estate. The authors show how to catalog financial paperwork into a cohesive planner, how to safely store digital passwords so that loved ones can use them when needed, and how to help family and caretakers find the information they need to make final arrangements and execute the estate." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView " Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members." Reference & Research Book News"

Get your life organized with the best workbook available!

Paperwork, personal information, and passwords aren’t always easy to find, and organizing your records can seem like an intimidating task. But, whether you need to get a handle on records for yourself, your family or your executor, Get It Together will show you how to organize:

• instructions for survivors
  
• secured places and passwords
  
• estate planning documents
  
• funeral arrangements
  
• employment records
  
• insurance policies
  
• tax records
  
• retirement accounts
  
• government benefits
  
• real estate records
  
• and more.

For those concerned about sensitive information like passwords, Get It Together lets you:

• Securely store an unlimited number of passwords while keeping them handy.
  
• Decide whether you want to record your information electronically or by hand.
  
• Choose the way you want to organize your passwords—for example, alphabetically or by type of product or service.
  
• Easily add related notes, such as security questions.

This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For each topic, you will find helpful content, rich resources and step-by-step instructions. With interactive downloadable forms.