Get It Together: Organize Your Records So Your Family Won't Have To
(Adobe PDF eBook)

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Published:
NOLO 2007
Format:
Adobe PDF eBook
Edition:
2
Status:
Available from OverDrive
Description

The best "get your life organized" workbook available!

Everyone has important paperwork and personal information, but not everyone is prepared to find it. Whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of:

  • Instructions for survivors
  • Secured places and passwords
  • Final arrangements
  • Estate planning documents
  • Employment records
  • Insurance policies
  • Tax records
  • Retirement accounts
  • Government benefits
  • Real estate records
  • And much more

This workbook provides a complete system for structuring and organizing a records binder.

The Planner available in the book CD-ROM is under APPENDIX B of the ebook.

*The CD-ROM is not included with the digital version of this book.

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Street Date:
2/22/2007
Language:
English
ISBN:
9781413307320
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Citations
APA Citation (style guide)

Melanie Cullen. (2007). Get It Together: Organize Your Records So Your Family Won't Have To. 2 NOLO.

Chicago / Turabian - Author Date Citation (style guide)

Melanie Cullen. 2007. Get It Together: Organize Your Records So Your Family Won't Have To. NOLO.

Chicago / Turabian - Humanities Citation (style guide)

Melanie Cullen, Get It Together: Organize Your Records So Your Family Won't Have To. NOLO, 2007.

MLA Citation (style guide)

Melanie Cullen. Get It Together: Organize Your Records So Your Family Won't Have To. 2 NOLO, 2007. Web.

Note! Citation formats are based on standards as of July 2010. Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy.
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The best "get your life organized" workbook available!

Everyone has important paperwork and personal information, but not everyone is prepared to find it. Whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of:

  • Instructions for survivors
  • Secured places and passwords
  • Final arrangements
  • Estate planning documents
  • Employment records
  • Insurance policies
  • Tax records
  • Retirement accounts
  • Government benefits
  • Real estate records
  • And much more

This workbook provides a complete system for structuring and organizing a records binder.

The Planner available in the book CD-ROM is under APPENDIX B of the ebook.

*The CD-ROM is not included with the digital version of this book.

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The best "get your life organized" workbook available!

Everyone has important paperwork and personal information, but not everyone is prepared to find it. Whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of your papers & documents.

sortTitle
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Organize Your Records So Your Family Won't Have To
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tableOfContents

About This Book

A. Do You Need This Book?
B. How This Book Works
C. Icons Used in This Book
Completing Your Planner
A. What the Planner Contains
B. Five Steps to Preparing Your Planner
C. More Tips for Completing Your Planner
D. After You Finish Your Planner
1. Letter to Loved Ones
A. Tips for Writing Your Letter
B. Where to Get Help
C. In Your Planner
D. Keeping Your Letter Up to Date
2. Instructions
A. In Your Planner
B. Keeping Your Documents Up to Date
3. Biographical Information
A. Where to Get Help
B. In Your Planner
C. Keeping Your Information Up to Date
4. Children
A. Arranging Care for Children
B. Where to Get Help
C. In Your Planner
D. Keeping Your Information Up to Date
5. Others Who Depend on Me
A. In Your Planner
B. Keeping Your Information Up to Date
6. Pets and Livestock
A. Arranging Care for Pets
B. Where to Get Help
C. In Your Planner
D. Keeping Your Information Up to Date
7. Employment
A. In Your Planner
B. Keeping Your Information Up to Date
8. Business Interests
A. Estate Planning for Small Business Owners
B. Where to Get Help
C. In Your Planner
D. Keeping Your Information Up to Date
9. Memberships
A. Types of Memberships
B. Membership Benefits for Survivors
C. Transferring Frequent Flyer Miles
D. Where to Get Help
E. In Your Planner
F. Keeping Your Information Up to Date
10. Service Providers
A. In Your Planner
B. Keeping Your Information Up to Date
11. Health Care Directives
A. Types of Health Care Directives
B. How Health Care Directives Work
C. Choosing Your Health Care Agent
D. What You Can Cover in Your Health Care Directives
E. Duty of Medical Personnel to Honor Your Health Care Directives
F. Where to Get Help
G. In Your Planner
H. Keeping Your Documents Up to Date
12. Durable Power of Attorney for Finances
A. How Durable Powers of Attorney for Finances Work
B. Choosing Your Agent
C. Where to Get Help
D. In Your Planner
E. Keeping Your Documents Up to Date
13. Organ or Body Donation
A. Do You Want to Be a Donor?
B. Where to Get Help
C. In Your Planner
D. Keeping Your Information Up to Date
14. Burial or Cremation
A. Burial or Cremation?
B. Related Decisions
C. Where to Get Help
D. In Your Planner
E. Keeping Your Information Up to Date
15. Funeral and Memorial Services
A. Types of Memorial Services
B. Where to Get Help
C. In Your Planner
D. Keeping Your Information Up to Date
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 Debts
23. Secured Places and Passwords
24. Taxes
25. Real Estate
26. Vehicles
27. Other Income and Personal Property
28. Other Information
Appendix A: How to Use the CD-ROM

CD-ROM is only avaialbe in the back of the PRINT book.

Appendix B: Lawyers and Other Experts

A. What Kind of Expert Do You Need?
B. Finding an Expert
C. Working With an Expert
D. Making a Fee Agreement
Index

*The CD-ROM is not included with the digital version of this book.