
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 resource 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:
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:
Your purchase includes downloadable forms to make your planner. If you like, you can download Get It Together's electronic files to create your planner. After saving the 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.
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.
"It can be a chaotic time when a loved one passes. The last thing you need is to be searching for documents or information. In "Get It Together," Cullen and Irving give you everything you need so your loved ones know where everything is when they need it. With their system, you'll create a binder to contain all your vital information, such account passwords, insurance information, tax records and other estate planning documents.
With "Get It Together," you've got a great a place to start your estate planning. The book really takes the guesswork out of preparation. So, if you're just starting the process, "Get It Together" is the perfect companion for the trip. That's why it's our #1 pick for best books on estate planning. "Andrew Dehan, Yahoo! Finance
Get It Together is a compassionate guide to end-of-life planning.
Melanie Cullen's Get It Together is a detailed guide to getting your end-of-life ducks in a row.
"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
"Love your family? Get it together! One of the best features about the book is that not only does it give you a way to collect all of this information, it also gives family members an easy-to-follow, step-by-step plan that will prove indispensable in a tumultuous time." TimesNews.net
"Loose Ends, Neatly Tied Together. Knowing that no matter what stage you or your loved ones are at in getting all these records together, you'll have an easy and seriously stress-relieving, step-by-step path to follow from the book's very first page." Personal Finance in BetterInvesting Magazine
From the Author: When my mother was sick, she and I discussed a few important items: her final arrangements; her insurance agent, attorney, and financial advisor; the location of her safe deposit box. Although sparse, these bits of information were precious to me when the time came. Soon after she passed, I created a personal planner with my own important information and records--the basis for Get It Together.
Get It Together is a guide and resource to help you create your own personal planner--an organizer for you and an eventual road map for your loved ones. It covers 28 topics, including you, your family, your work endeavors; your assets and liabilities; your estate planning and final wishes. It provides a framework for newlyweds and parents, for those planning travel or deployment, for seniors--really, for all mortals.