Get It Together: Organize Your Records So Your Family Won't Have to

Name: Get It Together: Organize Your Records So Your Family Won't Have to
Brand: NOLO
SKU: SP-9781413329957
Price: 36.99 USD
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Review Quotes: "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,"...

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Review Quotes:

"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.

No one wants to think about their own death or what happens once they're gone; the same goes for thinking about the death of a loved one. But without proper planning, this grief-filled inevitability can be fraught with frustration, added pain, and legal issues for those left behind. Aside from the emotional weight, thinking through every element of a death and getting everything organized can be overwhelming. Cullen's clear-eyed guide will help to make the process as smooth as possible.

The book's main focus is on organizing the information and documentation that a loved one would need to honor the wishes and commitments of a departed person. There's space in the second half of the book to fill in answers; information and documentation can be also organized in a binder, available separately. All the mentioned forms can be downloaded and tailored to an individual's needs.

Covered topics include healthcare, finances, dependent care, and funeral planning. From practical considerations, like coordinating care for children, pets, and other dependents, to the nostalgic ones, like a writing a last letter to loved ones, it is easy to understand why this would be regarded as a trusted guide. This edition builds on the seven previous ones, considering every possibility and infusing every recommendation with empathy and wisdom.

Helpful examples arise throughout the book's explanations and are designed to jump start the planning process. There are tips for putting together the recommended binder, lists of additional resources, and advice about when to get professional help, such as for setting up trusts. Practical information, like estimates for burial costs, is also included.

Beyond the book's wealth of wisdom, its most helpful feature is its compassion. Each tip and element of the book's layout reflects care and concern for those completing their binders and their loved ones. It becomes evident that, no matter a person's personal situation, looking ahead and preparing for death is an important and empowering task. By revealing all of the choices that can be made and by making communication regarding death easier, the book imparts a sense of control over what cannot be controlled." Reviewed by Melissa Wuske, Foreword Clarion Reviews

"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.

Brief Description:
"Everything you need to get organized...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: secured places and passwords; employment and business records; bank, brokerage, and retirement accounts; personal property and real estate records; dependent children, pets, and livestock; insurance policies; tax records; estate planning documents; funeral arrangements; and letters to loved ones. 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: safely storing your completed planner; maintaining your planner over time; and talking with loved ones about accessing your planner when the time comes. 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. This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For your ease, a companion Binder & Tab Set is also available. To purchase, search in 'All Departments' for 'get it together binder and tab set.'" --

Table of Contents:
Completing Your Planner 1. Instructions 2. Letter to Loved Ones 3. Biographical Information 4. Children 5. Others Who Depend on Me 6. Pets and Livestock 7. Employment 8. Business Interests 9. Memberships and Communities 10. Service Providers 11. Health Care Directives 12. Durable Power of Attorney for Finances 13. Organ or Body Donation 14. Burial or Cremation 15. Funeral and Memorial Services 16. Obituary 17. Will and Trust 18. Insurance 19. Bank and Brokerage Accounts 20. Retirement Plans and Pensions 21. Government Benefits 22. Credit Cards and Debts 23. Secured Places and Passwords 24. Taxes 25. Real Estate 26. Vehicles 27. Other Income and Personal Property 28. Other Information Appendixes A: Using the eForms B: Lawyers and Other Experts My Planner Index

Publisher Marketing:
Everything you need to get organized

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:

secured places and passwords
employment and business records
bank, brokerage, and retirement accounts
personal property and real estate records
dependent children, pets, and livestock
insurance policies
tax records
estate planning documents
funeral arrangements
letters to loved ones

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:

safely storing your completed planner
maintaining your planner over time, and
talking with loved ones about accessing your planner when the time comes.

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.

This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For your ease, a companion Binder & Tab Set is also available. To purchase, search in "All Departments" for "get it together binder and tab set."

Contributor Bio:Cullen, Melanie
Melanie Cullen holds an MBA from the Graduate School of Business at Stanford University. She has served in executive management and business consulting in support of technology, distribution operations management, and strategic management.

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.

Contributor Bio:Irving, Shae
Shae Irving has written and edited for Nolo since 1994, specializing in estate planning and family law issues. She has written or co-written books and software, including Prenuptial Agreements: How to Write a Fair and Lasting Contract, Living Wills and Powers of Attorney for California, and Nolo's Quicken WillMaker Plus software. Shae graduated from Boalt Hall School of Law at the University of California, Berkeley.

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Get It Together: Organize Your Records So Your Family Won't Have to