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

This has everything you need to plan the final exit. It was recommended to me by a financial planner. I highly recommend this book to help to organize your life. So many good suggestions.

Great book covering a lot of information and forms. This book was purchased for someone I know as a gift.

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.

This book presents a great framework for organizing the info your heirs will need to assist you in managing your affairs if you are unable to, as well as the info needed to settle your estate.My elderly parents live half way across the country. We all recognize that the time is approaching when I may have to help them manage their affairs and eventually settle their estate. I knew I needed information from them, but I didn't know exactly what to ask. This book was a huge help.I bought a copy for myself, then sent them a copy before I went to see them. We worked through it chapter by chapter. Not only does the book deal with financial and legal matters, but it also has a place to record your wishes about things such as what you want in a memorial service, where you want an obituary published, and what arrangements you've made for cremation or burial. These are difficult topics to discuss, but because it was in the book, we did it. I liked the fact that this book acknowledges that people have many online accounts and passwords, and someone will need access to them eventually, so you'll need to record them. It brings up things I would not have thought of, such as keeping a record of automatic subscriptions or payments, at which branch you have a safe deposit box and where you store the key, military service and other biographical info, and the combination to your home safe.The book has forms in the back where you can record the copious amounts of info your heirs might need. You can also download the forms if you want to fill them out on the computer. The book recommends printing it all out and putting it into a binder so it will be easy for loved ones to access when the time comes.The book also addresses the need for wills and trusts, living wills, and powers of attorney.After working through this book, I feel much more confident that I have the info I need to help my parents when the time comes. The book brings up many items I would not have thought to ask about. Both my parents and I are greatly relieved that we're getting things in order.

A very helpful resource for anyone wishing to organize their personal and financial documents for their survivors. The manual has easy to use compartments and helps one think through all the issues of death and dying as well as the information and documents to leave for survivors.

well organised but too American to be if great use