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Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen, Shae Irving
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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. This edition is easier to use than ever, with fully updated resources and references.
- Download forms for book on nolo.com
This 5th edition provides significant improvements from prior editions. This new edition includes updated resources for all topics. The planner portion of the book is now available as eForms, downloaded to your computer directly from the publisher. (In prior editions, the planner was included on CD-ROM.) For consumer feedback, see Amazon reviews for prior editions.
- Sales Rank: #528850 in Books
- Brand: Nolo
- Published on: 2012-10-31
- Ingredients: Example Ingredients
- Original language: English
- Number of items: 1
- Dimensions: 10.64" h x .96" w x 8.38" l, 2.00 pounds
- Binding: Paperback
- 424 pages
- Used Book in Good Condition
Review
..." 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 decades in corporate management, she is an independent consultant in management and technology. An avid planner and blue-chip organizer, she lives in Walnut Creek, California, near loved ones who appreciate that her affairs are truly in order.
For more information, please visit GetItTogetherBook.com!
Most helpful customer reviews
53 of 54 people found the following review helpful.
A primer on some of the most helpful things we can do for our loved ones before we go.
By Sharon Isch
Yikes. According to this recently updated Nolo guidebook/organizer, there are 28 important tasks most of us should complete before we leave this world. Some will be obvious. Many will take lots of forethought and organization. Some will need frequent updating. But with the help offered here in this well organized Nolo guidebook and additional help, as needed, from its web site, we can each of us create our own unique planner.
In all likelihood, for most of us that would involve: composing a letter to loved ones and keeping it up to date (I have a friend who reviews his every year right after he does his taxes and updates it as necessary.) Then there's the matter of insurance policies--the ones you have, the ones you need, and where those you leave behind can find them and other important documents.
Do you know how to avoid probate? Have you a healthcare directive? A durable power of attorney for finances? Are you dithering between a will and a revocable trust? This book will help you figure out which would work best for you. Also make sure your family knows who has access to your bank and brokerage accounts, your safe deposit box and your passwords and what impact your death will have on your retirement and Social Security accounts. Also the current state of your state's estate and/or inheritance taxes and how they'll affect you and yours...and how to ensure that your real estate, vehicles and other income and property go where you want them to go.
If you want some say in what they say about you after you're gone, you may want to ensure that your bio's up to date and included in the planner and, if you want some say on what goes into your obituary and what your funeral is like, your "planner" is the place to get it down on paper and make that known.
Not easy. Not fun. But needs to be done and this Nolo book and their web site should be a very big help.
38 of 38 people found the following review helpful.
A good starting point for organizing important financial, health and personal information for your loved ones
By IRG
As someone who has spent a considerable amount of time organizing a personal "briefing book" for my family, I know how daunting a task it can seem. But having observed close friends go thru incredible struggles when their loved ones died without leaving relevant information on their wishes/directives and where to find the needed financial and other documents, I wanted to ensure I could spare my family that kind of intense chaos.
If only I'd had a book like this available to me. I could have saved a lot of time--There are things in here I never thought of and I am an exceptional researcher and very detail oriented. I'm not going to list all that is included here because you can see a large chunk of what is included in the book by clicking on the Amazon expanded preview. The information and resources are relevant to everyone, not just seniors, retirees, parents or those with a serious illness. (Everybody needs to plan ahead. EVERYONE!)
This book is exactly the jump-starter you need to get moving on compiling and organizing the information you need (financial, health care, personal, etc.) no matter your age or economic standing, to make available to your family and friends. It doesn't do the work for you, but it lays out the steps and if you do the work and prep BEFORE it's needed, you'll save a lot of time, resources and heartache for those who must "take over" your life as it were or implement the game plan.
Even if you don't want to undertake filling out the forms right now, I urge you to read thru, scan if you must, to see what's involved. This book makes it a truly painless process.
I'm a longtime Nolo book fan having read numerous books over the years including those that helped me with preparing a will and providing legal and financial information on running a small business. The material is always relevant and accurate (as it can be at time of printing).
Aside from the information in the book, including the pages and pages of forms--perhaps more than a quarter of the book itself (The forms can be downloaded online in RTF format that can be opened/edited/saved and printed. The link is provided in the book.), Nolo purchases include free legal updates. This is a great feature and one of the reasons I prefer its books on financial and legal topics over others that are available.
A note: As good as this book is, you are likely to need additional detailed information based on your specific circumstances. This is not a criticism of the book, just a heads-up. Given the makeup of today's contemporary families, there is often the need for very specific legal/financial advice and followup. But again, this book sets you off on the path in an easy, functional fashion that will inspire you to complete your "end game" plans.
The sections of special interest to me included how to find a lawyer and other experts; Chapter 14 (Burial or Cremation); Chapter 15 (Funeral and Memorial Services); and Chapter 16 (Obituary). I referenced the items listed in the Table of Contents (at the end of the book, the equivalent of about page 243) to those I had completed in my own "briefing book."
I liked that the book included biographical information forms because often people overlook the most basic and obvious information, assuming that either people know or can easily find when such is not often the case. (And one should remember, it could be possible that absolute strangers end up addressing your needs/wishes due to circumstances you can't control.)
This book would make an excellent gift for any individual or family who needs a gentle push to get moving on compiling this information. The book won't do the work for you, but it will make it a lot easier and faster for YOU to do it.
30 of 30 people found the following review helpful.
Comprehensive Tool for Organizing Family Information
By William L. Brown
This is the fourth volume I have obtained for the purpose of organizing essential information about household records. Fortunately, I have not taken the time to use the first three tools so I will not need to re-do the work now that this comprehensive book has appeared.
Set Your House in Order: A Workbook to Organize Your Finances and Plan Your Estate was, up until now, the most comprehensive tool for providing information for my children or other personal representative. I believe that Get It Together is an even more comprehensive and flexible way to prepare your heirs for a smooth transition in the event of your death, although either one is far preferable to nothing.
The book provides online forms at [...] to simplify the record-keeping. In case you purchase a different automobile, move to a different address, or even marry a different spouse, there are multiple spaces for providing this information. In fact, there are spaces for information on 36 purchased automobiles, 40 leased vehicles, 11 real properties, 5 spouses, and 5 children.
Although the forms are very comprehensive, I was disappointed by the lack of spaces to record important information about subscriptions and automatic online payments. I subscribe to numerous publications, many of which are renewed automatically when the subscription term runs out. I contribute to several charitable causes with automatic charges to my credit card. The lack of this information would be a real handicap to anyone assigned the responsibility for discharging my estate.
Recently, a good friend of ours lost her husband to leukemia, and she has had a difficult time getting her finances in order. A book like this, with complete information, would have greatly helped her in dealing with her grief as well as the myriad financial details.
I highly recommend this book to anyone who is willing to put forth the effort to record the information so their survivors will have their work simplified after their death or disabling illness.
[Added Note: I believe that my concerns about automatically renewing subscriptions and automatic online payments can be addressed via the Credit Cards and Debits forms in the Planner. Thanks to the author for pointing this out to me!]
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