Everything you need to get organized
This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For each topic, you will find helpful content, rich resources, and step-by-step instructions.
Also, available: A companion Binder & Tab Set, by Melanie Cullen. To purchase, search for “get it together binder and tab set.” Do your loved ones know where to find your life insurance policies, online banking passwords, real estate deeds, or even your will?
If you’re like a lot of people, you keep important information―from the whereabouts of family heirlooms to online passwords to automatic bill-pay details―in your head or stashed in the odd desk drawer. Unfortunately, this disorganization will likely cause hassles for those who someday take care of you or your estate.
Get It Together provides an easy, straightforward method to help you and others keep track of:
secured places and passwords
employment records
insurance policies
real estate records
tax records
retirement accounts
estate planning documents
funeral arrangements
letters to loved ones
This updated 8th edition is a guide to gathering records, an organizer for you, and a road map for your survivors.
All forms are downloadable through a link printed in the book.
Also, available: A companion Binder & Tab Set, by Melanie Cullen. To purchase, search for “get it together binder and tab set.”
Reviews
There are no reviews yet.