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Read/Download Get It Together: Organize Your Recor

Read/Download Get It Together: Organize Your Recor

Read online or Download Get It Together: Organize Your Records So Your Family Won't Have To (Full PDF ebook with essay, research paper)
by Melanie Cullen , Shae Irving

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Publication date:
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8.40(w) x 10.70(h) x 1.00(d)



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 downloadable forms.


Editorial Reviews

From the Publisher
" 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

Related Subjects

  • ">Estate Planning

    Read an Excerpt


    Life is a great big canvas, and you should throw all the paint on it you can.
    -- Danny Kaye, entertainer and UNICEF ambassador (1913-1987)

    This book will help you get organized for your own benefit and, eventually, for the benefit of your loved ones. You'll use it to complete a planner that contains everything your caretakers or survivors need to know, including critical personal, legal, and financial information.

    Your planner will be a thorough and easy-to-follow guide for your family and close friends. With your planner in hand, your loved ones can more easily step in and take care of things if you become incapacitated or when you die.
    Who Needs to Plan Ahead?

    If you picked up this book, you're probably feeling the need to get organized. Or perhaps you want to help someone else put things in order -- maybe an elderly parent or an ailing friend. Any adult can benefit from making a planner, even those without a lot of money or property, but some people might find the process particularly useful.

    As we age, most of us feel some concern about what would happen if we became ill and unable to make our own medical or financial decisions. And we wonder how our loved ones will take care of things after we die. If you're elderly, making a planner can smooth the way for your caretakers and survivors. You can gather together your health care wishes, financial plans, legal documents, and important personal information, and arrange these things in a format that will make sense to others. Those close to you will likely view your planner as a small miracle -- and a wonderful gift.
    People Facing a Serious Illness

    If you areill and concerned that at some point you may no longer be able to care for yourself, making a planner can help you find some peace of mind. While you're able, you can document your wishes for medical care, name someone to take care of your finances, write down what you want to have happen to your property and your body after death, and organize personal information and important paperwork for your family and friends. This book is designed to help you organize things a little bit at a time, with help if necessary; you can pick and choose the issues that are most important to you.
    Family Members and Other Caretakers

    If you are caring for an older or ailing person -- such as a parent, grandparent, or friend -- you're probably grappling with both strong emotions and lots of practical tasks. You may find it useful to help your family member or friend complete a planner. It will probably be a great relief to have personal wishes, financial information, and important legal paperwork at your fingertips.

    If you have been named as an agent for health care or financial matters, executor of a will, or successor trustee of a living trust, a good planner will provide the framework that you need to carry out your eventual responsibilities in an orderly, informed way.

    If you're using this book to help someone else make a planner, keep in mind that the instructions are written primarily for people who are making planners for themselves -- but there's no reason you can't use the instructions to help another person through the process.
    Parents and Young Adults

    If you are young, you may want to use this book to get off to a good start -- getting and staying organized. This book will show you how to understand and keep track of your important records, providing a solid foundation for years to come.

    If you have young children, this book can help you ensure that they are provided for if something happens to you. It can alert you to the important documents you need and show you how to organize important information so your wishes for your children will be carried out if the need arises.
    People Planning Travel or Deployment

    When we're leaving town -- especially if we're leaving family for an extended period -- many of us think about what might happen if we were injured, or worse, while away from home. This book can help you get organized so that, when you leave, you will know that your affairs and records are in order and will be easily available to those who may need to step in.
    How It Works

    Similar to income tax or school exam materials, this book contains both instructions and companion forms. These two parts of the book are the guide and the planner:

    * The guide. The first part of the book is your instruction manual. Each chapter describes a topic and shows you how to pull together the information and documents you will need.
    * The planner. The second part of the book contains the forms where you'll actually record your information. If you prefer to use a computer, the book includes a CD-ROM with all the forms you'll need to create your planner.

    To make your work easier, the guide and planner follow the same chapter sequence. For example, the first chapter in the guide helps you write a letter to your survivors, and that letter is also the first section of the planner.

    The sequence of your planner is designed to create an easy, ready reference for your survivors. The planner begins with the materials that your loved ones will need immediately if you become incapacitated or die, and progresses to information they will need over time. But don't think you have to tackle the most daunting tasks right away. Rather than completing your planner from front to back, you can skip ahead and complete some of the simplest sections first. (You'll learn more about this in the next chapter, which contains specific suggestions and tips for completing your planner.)

    You may want to take a moment now to page through the entire book, familiarizing yourself with the layout and the various topics.

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