Get It Together: Organize Your Records So Your Family Won't Have To

Get It Together: Organize Your Records So Your Family Won't Have To

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Everything you need to get organized

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

We’ve reorganized this 9th edition to make the process more straightforward. In the first half, you’ll find the pages to create your personal planner. In the second half, you’ll find step-by-step instructions and helpful resources.

With downloadable forms: organize your records using worksheets (details inside). Save the worksheets to your computer and then complete, print, and store them at your convenience.