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

By in Wills on February 8, 2013

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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. The all-new 3rd edition is easier to use than ever, with fully updated resources and references. And, if you’d like to work on your computer, use the CD-ROM and print your work and put it into a binder. (20090101)

  • 2 thoughts on “Get It Together: Organize Your Records So Your Family Won’t Have To (book with CD-Rom)

    1. Naomi Manygoats "Cookbook lover"
      1
      9 of 9 people found the following review helpful
      4.0 out of 5 stars
      Very much needed book, and very well thought out, February 12, 2009
      By 
      Naomi Manygoats “Cookbook lover” (Hill Country, TX USA) –
      (VINE VOICE)
        

      Customer review from the Amazon Vine™ Program (What’s this?)

      It is really difficult to get excited about doing the tedious task of getting together your insurance, last wishes, finances, etc. gathered together for when the time comes that your family needs the information. But this truly is the best thing you could possibly do for your loved ones. Having been through trying to sort out what was what due to unexpected deaths, this book will hopefully save others from that particular nightmare. The sections were well though out, the CD rom with the forms was very welcome….can’t imagine it could be improved much unless they could automate it to dig through your papers and mind and do this for you. The material was extensive, I would have preferred a bit less information I think, but that is just me- since I admit I am unorganized and hate doing things like this.

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    2. M. Jobbagy "Follow Your Bliss - Joseph Cambell"
      2
      6 of 6 people found the following review helpful
      4.0 out of 5 stars
      Helps you “Get It Together”, January 24, 2009
      Customer review from the Amazon Vine™ Program (What’s this?)

      This book will help you get started with the seemingly endless task of getting your ‘stuff’ together. Not only is a great step by step, how to type book to get you started and actually complete this task, it includes a CD with all the forms you need, which are also in the book.

      The forms on the CD are in 2 formats, rtf (rich text format) and pdf’s. The rtf’s can be opened on any windows system with Wordpad, or any number of popular word processors. They can then be edited with your information, saved on your computer and printed out. The pdfs you have to print out blank and then write or type in the blanks. The pdfs can also be opened with macs.

      The forms are all in the book, and can be copied and then filled out as well.

      This book will make it easy to get together all your pesonal info, your last wishes, thoughts, and many other things together for your loved ones to find when you pass on or become incapable. The only thing that would be easier would be to have someone to do it for you. Which you can do, but you would have to pay them a nice chunk of change to do so.

      An added benefit of this book, is you can have piece of mind for yourself, because you will have all your important documents and information all in one place…. finally! To be organized… ahhhh…..

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