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
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