Free PDF Get It Together: Organize Your Records So Your Family Won't Have To
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Get It Together: Organize Your Records So Your Family Won't Have To
Free PDF Get It Together: Organize Your Records So Your Family Won't Have To
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Review
..." Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members. " Reference & Research Book News
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About the Author
Melanie Cullen holds an MBA from the Graduate School of Business at Stanford University. Following decades in corporate management, she is an independent consultant in management and technology. An avid planner and blue-chip organizer, she lives in Walnut Creek, California, near loved ones who appreciate that her affairs are truly in order. For more information, please visit GetItTogetherBook.com!
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Product details
Series: Get It Together
Paperback: 424 pages
Publisher: NOLO; Fifth edition (October 31, 2012)
Language: English
ISBN-10: 1413317537
ISBN-13: 978-1413317534
Product Dimensions:
8.4 x 1 x 10.6 inches
Shipping Weight: 2 pounds
Average Customer Review:
4.3 out of 5 stars
73 customer reviews
Amazon Best Sellers Rank:
#141,469 in Books (See Top 100 in Books)
This book presents a great framework for organizing the info your heirs will need to assist you in managing your affairs if you are unable to, as well as the info needed to settle your estate.My elderly parents live half way across the country. We all recognize that the time is approaching when I may have to help them manage their affairs and eventually settle their estate. I knew I needed information from them, but I didn't know exactly what to ask. This book was a huge help.I bought a copy for myself, then sent them a copy before I went to see them. We worked through it chapter by chapter. Not only does the book deal with financial and legal matters, but it also has a place to record your wishes about things such as what you want in a memorial service, where you want an obituary published, and what arrangements you've made for cremation or burial. These are difficult topics to discuss, but because it was in the book, we did it. I liked the fact that this book acknowledges that people have many online accounts and passwords, and someone will need access to them eventually, so you'll need to record them. It brings up things I would not have thought of, such as keeping a record of automatic subscriptions or payments, at which branch you have a safe deposit box and where you store the key, military service and other biographical info, and the combination to your home safe.The book has forms in the back where you can record the copious amounts of info your heirs might need. You can also download the forms if you want to fill them out on the computer. The book recommends printing it all out and putting it into a binder so it will be easy for loved ones to access when the time comes.The book also addresses the need for wills and trusts, living wills, and powers of attorney.After working through this book, I feel much more confident that I have the info I need to help my parents when the time comes. The book brings up many items I would not have thought to ask about. Both my parents and I are greatly relieved that we're getting things in order.
This book is much more helpful because I purchased the 3-ring notebook that Nolo Press sells to accompany it. The notebook has tabs with headings like "insurance," "investments," etc. The tabs make it so easy to figure out what papers to gather and include. This book, with the 3-ring notebook, are the reason that I've finally gathered together the papers that I've been intending to gather together for many years. Be sure to buy the 3-ring notebook if you want the job to go easier.
Best book I've found for the purpose. It goes into way more detail than I need, but that just insures that it covers all I need. You can easily skip parts that you don't need -- and can use it to construct your own loose-leaf notebook. You can download forms and edit them on your computer in your word processor. I got it for my wife and children in case I should ever, you know......I'd think the formatting of the forms could be improved -- which is why I've given it only 4 stars. But the most important things about it are that it is comprehensive, flexible and adaptable.
This is the best book of its kind I've seen. This is a comprehensive workbook with 28 sections covering everything from health care directives to financial information,to personal property to your pets care and feeding to passwords and much more. Best of all it is not just a list of directions to find documents, there are tips, instructions and resources for each section so you and your loved ones can better understand each of your documents. The book is designed so you can remove each page you need and put it in a 3 ring binder. There is plenty of room to update information or you can download extra forms and updates from Nolo's website.
This book is an excellent guide that you can prepare for your heirs or executer. It is step by step, page by page, chapter by chapter instructions on the how to of preparing a guide for your survivors.. The instructions are clear and easily understandable. If something were to happen to someone you love and are helping with what comes next, you would love to have a guide such as this to go through to help a survivor get through the massive amounts of things to be done upon the death of someone who is relying on you to help with the transitions that the survivor must go through.
Great book! Walks you step by step through all the things you need to know to get your stuff organized. I was able to use this to start a conversation with my mother, who has not planned a single thing for the end of her life. It helped to guide us to get everything in order. Has a lot of ideas that you might not think up on your own and an easy system for organizing. Definitely recommend it!
Invaluable information. Get It Together breaks down the task of getting together all the information your heirs will need at your death. It gets rid of the feelings of being overwhelmed at the idea of what to gather, where to get the right information and how to organize it. I highly recommend it for anyone wanting to het their affairs in order whether they are young or old.
I have wanted to "Get It Together" for years, but always got overwhelmed by paper because I couldn't figure out how to organize the information. This book guided me through the process and the outcome is remarkable. The 28 categories Cullen provides are spot on. She poses questions and tasks that are essential and that I never would have considered on my own. This book has been life changing. If I could give 10 stars I would.
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