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Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen, Shae Irving J.D.
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Get your life organized with the best workbook available!
Paperwork, personal information, and passwords aren’t always easy to find, and organizing your records can seem like an intimidating task. But, whether you need to get a handle on records for yourself, your family or your executor, Get It Together will show you how to organize:
- instructions for survivors
- secured places and passwords
- estate planning documents
- funeral arrangements
- employment records
- insurance policies
- tax records
- retirement accounts
- government benefits
- real estate records
- and more.
For those concerned about sensitive information like passwords, Get It Together lets you:
- Securely store an unlimited number of passwords while keeping them handy.
- Decide whether you want to record your information electronically or by hand.
- Choose the way you want to organize your passwords―for example, alphabetically or by type of product or service.
- Easily add related notes, such as security questions.
This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For each topic, you will find helpful content, rich resources and step-by-step instructions. With interactive downloadable forms.
- Sales Rank: #6184 in Books
- Published on: 2014-10-31
- Original language: English
- Number of items: 1
- Dimensions: 11.00" h x 1.25" w x 8.50" l, .0 pounds
- Binding: Paperback
- 416 pages
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
About the Author
Melanie Cullen holds an MBA from the Graduate School of Business at Stanford University. Following 20 years in corporate management, she is a consultant in management and technology. An avid planner and a blue-chip organizer, she lives in Davis, California, near to loved ones who appreciate that her affairs are truly in order.
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, Get It Together: Organize Your Records So Your Family Won't Have To, and Nolo's Quicken WillMaker Plus software. Shae graduated from Boalt Hall School of Law at the University of California, Berkeley.
Most helpful customer reviews
370 of 375 people found the following review helpful.
Covered All The Bases...And More
By Scott A. Jefferis
I bought this book thru Amazon in June 2006 because of my experiences working with a close friend who had just lost his father rather unexpectedly. My friend faced a monstrous task of trying to track down his father's assets, business records, last will, credit accounts, etc. just to scratch the surface. As a participant in his frustration, I began to think about the arrangement of my personal life and how my loved ones would tend to my estate.
"Get It Together" brings so much to the table to deal with. I think most people refuse to face their mortality and the task of making such arrangements, let alone there really is a large volume of papers, decisions, conversations, and organization to be handled. GIT is very thorough in all topic areas (see Table of Contents). The book discusses the emotions involved with each topic area, numerous websites to obtain additional information, what to get a copy of, keeping the info current and arranging your "estate" or life, for that matter, to benefit those close to you.
My parents or other people I look up to would never or be highly uncomfortable discussing these topics in detail. This book is perfect to compensate for the lack of those conversations. Now, just a warning for those willing to purchase and conform to this book. I was quite diligent in following all their instructions and recommendations to the "t". It took longer than expected, about 12 weekends, until I had gathered and organized everything to my satisfaction and I don't have a wife, kids or other complicated situations...just me alone.
But I have such a peace of mind that my successors will have no trouble making decisions or tracking down stuff because it's all there with explicit directions from me. I find going forward that I try to keep my life organized in a simple fashion and refuse to take on unnecessary stuff that I will need to add to my planner. And I feel no stress at all looking at my desk now because all the meaningless clutter is gone and GIT was a big reason for that.
Finally, the greatest resource is the forms CD included with the book, which saves a great deal of time when the organizing process starts and got me unstuck in some areas.
147 of 150 people found the following review helpful.
Get It Together: Organize Your Records So Your Family Won't Have To by Melanie Cullen
By Kate
My mother died suddenly and left her estate in a total mess. I was left shocked, grief-stricken and alone in struggling to make sense of what needed to be done. I wouldn't wish that ordeal on anyone let alone on those I love. This workbook and companion organizer is the perfect solution. Nothing will be left to guesswork if I am incapacitated or dead. It is thorough yet simply organized and written from a compassionate perspective. It is a gift of love to provide this kind of direction to those who must make decisions on your behalf.
116 of 122 people found the following review helpful.
Caring and Compassionate
By Evelyn Crabtree
Melanie Cullen has approached a very difficult topic with insight and compassion. Starting with the Letter to Loved Ones, Health Care Directives, Funeral and Memorial Services, through various chapters on the disposition of assets - including Pets and Livestock - she offers helpful guidance in a straightforward, friendly manner. Whether you already have everything together or haven't a clue where to start, "Get It Together: Organize Your Records So Your Family Won't Have To" is an excellent guide that will make it easier for your loved ones to help in the event that you are incapacitated, or to manage your estate when you are gone. The forms in the book and on the CD can be easily organized and updated in the companion Planner. A must read for everyone!
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