Get It Together: Organize Your Records So Your Family Won't Have To
(by Melanie Cullen with Shae Irving)

Buy 'Your Legal Companion for Making Your Own Living Trust' 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.

Buy 'Get It Together'

Why read Get It Together

Blurb includes:

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.

Buy 'Get It Together' Buy 'Your Legal Companion for Making Your Own Living Trust' Buy 'Trustee's Legal Companion'

Index:

Critical Items

If time is short and planning is urgent, the book [p. 10] advises that you focus on the items flagged above as * Critical.

1. Letter to loved ones

2. Instructions

3. Biographical information

4. Children

5. Others who depend on me

6. Pets and livestock

7. Employment

8. Business interests

9. Memberships

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

16. Obituary

17. Will and trust

18. Insurance

19. Bank and brokerage accounts

20. Retirement plans and pensions

21. Government benefits

22. Credit cards and debt

23. Secured places and passwords

24. Taxes

25. Real estate

26. Vehicles

27. Other income and personal property

28. Other information

Glossary and Appendixes

Glossary: see Estate Planning Basics [pp. 307-310].

Appendixes

  1. How to Use the CD-ROM.
  2. Lawyers and other experts.

Books

Buy 'Your Legal Companion for Making Your Own Living Trust' Buy 'Trustee's Legal Companion'