Everything you need to get organized Do Your loved ones know where to find Your insurance policies, passwords, title to Your car, real estate deeds, health care directive, or even Your will? If you\'re like a lot of people, you keep important information--from automated bill-pay details to passwords to the location of important documents--in Your head or stashed in the odd desk drawer.
This workbook provides a complete system for structuring and organizing Your information and documents into a Records binder..
Later, when you want to update a section, you can simply modify the file on Your computer.
After downloading and saving the electronic files to Your computer, you will complete, print, and assemble the sections to create Your personal planner.
You can create Your planner using the hardcopy pages from the book, or you can use Get It Together\'s electronic files instead.
Your purchase includes downloadable forms.
You will also find direction for: safely storing Your completed planner maintaining Your planner over time, and talking with loved ones about accessing Your planner when the time comes.
Examples of these sections are: How Durable Powers of Attorney for Finances Work
Types of Memorial Services
Choosing Your Executor or Successor Trustee
Avoiding Probate for Bank and Brokerage Accounts; and Leaving Your Vehicles to Others.
In the second half, you\'ll find step-by-step instructions and helpful resources to guide Your completion of each section.
In the first half, you\'ll find the pages to create Your personal planner.
It provides a complete framework to help you and others keep track of: secured places and passwords employment and business Records bank, brokerage, and retirement accounts personal property and real estate Records dependent children, pets, and livestock insurance policies tax Records estate planning documents funeral arrangements letters to loved ones The workbook is comprehensive, yet straightforward.
With it, you create an organizer for you and a road map for Your survivors.
Get It Together is a guide and a workbook to help you gather Your Records and prepare important documents.
Unfortunately, this disorganization will cause hassles for those who someday take care of you or Your estate.
Everything you need to get organized Do Your loved ones know where to find Your insurance policies, passwords, title to Your car, real estate deeds, health care directive, or even Your will? If you\'re like a lot of people, you keep important information--from automated bill-pay details to passwords to the location of important documents--in Your head or stashed in the odd desk drawer
