Download Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen
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Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen
Download Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen
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Review
“Offers a detailed, step-by-step process for gathering records and key documents and organizing them for future use.†Sacramento Bee "Even with a will, the death of a loved one can leave family members without a detailed knowledge of the deceased's financial affairs. Thier will, insurance policies, tax records, financial accounts, final arrangement wishes, even personal letters to loved ones can often be lost or dauntingly difficult to find. Intended for seniors and those facing a terminal illness as well as their children and caretakers, this book shows how to organize one’s personal papers in a manner which will make it easier for loved ones to find and be able to use in the handling of the estate. The authors show how to catalog financial paperwork into a cohesive planner, how to safely store digital passwords so that loved ones can use them when needed, and how to help family and caretakers find the information they need to make final arrangements and execute the estate." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView " 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
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Book Description
This workbook is a complete guide to collecting and organizing important papers and information, making the process easy for the reader and for loved ones who will wrap things up when the time comes. It leads readers through the process step by step, prompting them to provide information that will make sure family members don’t lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history). 6th Edition.
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Product details
Series: Get It Together
Paperback: 416 pages
Publisher: NOLO; Sixth edition (October 31, 2014)
Language: English
ISBN-10: 1413320716
ISBN-13: 978-1413320718
Product Dimensions:
8.5 x 1.2 x 11 inches
Shipping Weight: 2 pounds (View shipping rates and policies)
Average Customer Review:
4.4 out of 5 stars
278 customer reviews
Amazon Best Sellers Rank:
#415,259 in Books (See Top 100 in Books)
This book helped me tackle a task that I had been putting off for way too long. My wife & I have wills, and estate planning documents and we knew where those were, but other than that, our stuff was scattered everywhere. I tend to do most of the financial "stuff" in our house (bank accounts, insurance policies, etc...), and it is amazing how many different things we have accumulated during our marriage. I was scared that, if something happened to me, my wife wouldn't know where my life insurance policy was stored, or where the deed for our house was located etc...I got this book, and went to Staples and got the binder etc... I will say that this author also sells a binder / sheet protector combo deal. That probably would have been less expensive that my route.Once I started working the book, it is very easy to follow. It is broken down into sections. The premise being that you take your three ring binder, and break it into the same sections. Each section covers one topic. You put all relevant documents into that section of your binder. Some of these, you'll need to probably create, and some are probably more important than others. One nice part about this book is how comprehensive it is. While I can't say I used every possible page, I did find myself using a lot more than I would have otherwise thought I would need.The book also has a number of forms that you can pull out, write on, and then put them in your binder if you choose. Another option it gives is to go to a website, and download the forms, type on them, print them out, and then put them in your binder. Again, some you will choose to use, others won't apply to your situation.All in all, this book served it's purpose very well. My family's "stuff" is much more organized. Now, when I get to go to see Jesus, I know that my wife can pull this one binder, and have all our family's relevant information at her fingertips. That gives me peace of mind.
When I ordered this book I thought it was something different. What I got was better than I was expecting. I needed a system to get all my accounts, records and important papers together. I was in the process of getting things ready for estate planning for my attorney and family. This book allowed me easier organization of all the necessary records in a very easy to follow method. I had this book for a long time and never reviewed it for some reason. I probably would have not reviewed it either. Recently my brother passed away. His widow and kids had so many problems getting his estate in order because his important papers and accounts were scattered everywhere. When asked for help I saw just how unorganized he was. I didn't know where to start until I remembered how I set myself up using this book. I grabbed the Get it Together book in hand and started from page one. With each chapter we were able to gather the papers necessary by following the guidelines and charts. It took awhile but eventually got his estate in order and presented it to his attorney and Executor. I can't stress enough how well this publication helped. Not every page is needed but of course each estate is different and I'm pretty sure just about every need will be addressed. I should have reviewed this book earlier and I'm sorry I didn't.This review was written without any financial considerations. Full Amazon retail was paid.
This book was responsible for me getting my financial life in order -- as well as everything else. I can't endorse it enough. It took a year to really get organized - pulling financial accounts together, collecting all the contact data/passwords, setting up a trust -- and although I wasn't in the least worried about it before, I have this nice secure feeling knowing it is done. I would have never guessed it would take that long.
A very helpful guide to organizing and building a map to papers, accounts, information, passwords, etc., that your loved ones will need to take care of your affairs when you are no longer able to do so yourself. The purchaser of the book also has access to online files that may be downloaded to help you organize each section of your planner. Every type of situation (insurance, property papers, bank accounts, brokerage accounts, wishes for funeral arrangements, and so many more) are addressed in this book. We used the downloaded files to organize our information using the computer, but the book is clear enough that you could create your own information pages if you so desire. Each chapter also includes information and links to find help or explanations of particular state laws for each situation. We found that not all the situations addressed in the book pertained to us, and it was no problem to skip those sections in the book as we compiled our personal information planners. We are relatively healthy for our ages, but getting closer every day to the time our loved ones will need this information. We feel so much more at ease because we have gone through this process while we still have clarity of thought and mind to organize our papers.
This is one of the best books I’ve seen on this subject. It is very well organized. It covers everything. I bought it knowing I was either going to be paralyzed by inactivity, or that it would be addictive for me to complete. It turned out the latter was the case. I approached it one chapter at a time, starting with the easiest ones, and actually found it enjoyable to begin to accumulate everything in my life. I thought it would take me several months to complete, however after seven weeks. It is almost done. I kiddingly told my coworkers that last week I spent planning my memorial service, even picking out the music. I had previously done something similar, and it was in a book about a quarter inch thick. I now have 2 3 ring binders which are approximately 6 inches tall. One binder is strictly for insurance policies. I highly recommend this book
Very complete information but a little daunting. There is a list for immediate usage if time does not allow for optimal information gathering.
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