Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom) / Melanie Cullen

Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom)

Melanie Cullen

יצא לאור ע"י הוצאת NOLO,
שפת הספר: אנגלית







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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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