Get It Together: Organize Your Records So Your Family Won't Have To
(by Melanie Cullen with Shae Irving)
Why read Get It Together
Get It Together provides an easy, straightforward method to help you and others
keep track of:
- secured places and passwords
- final arrangements
- estate planning documents
- employment records
- insurance policies
- retirement accounts
- real estate records
- family photos and letters
- instructions for survivors
- tax records
The book includes a CD-ROM with printable forms.
Also Buy: Estate Planning Basics:
deciding who will get the
property after you die and how that property will be transferred at your death.
Buy: Make Your Own Living Trust: setting up a trust.
Buy: The Trustee's Legal Companion: how to administer a trust.
If time is short and planning is urgent, the book [p. 10] advises that you focus on the items
flagged above as
1. Letter to loved ones
3. Biographical information
5. Others who depend on me
6. Pets and livestock
8. Business interests
10. Service providers
11. Health care directives
12. Durable power of attorney for finances
13. Finalizing Your Estate Plan
14. Burial or cremation
15. Funeral and memorial services
17. Will and trust
19. Bank and brokerage accounts
20. Retirement plans and pensions
21. Government benefits
22. Credit cards and debt
23. Secured places and passwords
25. Real estate
27. Other income and personal property
28. Other information
Glossary and Appendixes
Estate Planning Basics
- How to Use the CD-ROM.
- Lawyers and other experts.