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

Description

Book Synopsis: 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. Unfortunately, this disorganization will cause hassles for those who someday take care of you or your estate.

Get It Together is a guide and resource to help you gather your records and prepare important documents. With it, you create an organizer for you and a road map for your survivors. 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. 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 to guide your completion of each section. 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. 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.

Your purchase includes downloadable forms to make your planner. If you like, you can download Get It Together's electronic files to create your planner. After saving the files to your computer, you will complete, print, and assemble the sections to create your personal planner. Later, when you want to update a section, you can simply modify the file on your computer.

This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For your ease, a companion Binder & Tab Set is also available. To purchase, search in "All Departments" for "get it together binder and tab set."

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Details

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 not, it's time to Get It Together. This comprehensive guide is everything you need to get organized and ensure that your family won't have to search for important documents during difficult times. With Get It Together, you can create a personal planner that will serve as a roadmap for your survivors. Say goodbye to the days of keeping everything in your head or scattered in desk drawers - Get It Together will help you gather your records and prepare important documents, so that you can be proactively organized. Start organizing your life today and protect the future of your loved ones.

Get It Together provides a complete framework to help you keep track of every important aspect of your life. From secured places and passwords to employment and business records, this guide covers it all. No more wasting time searching for that insurance policy or crucial tax document - everything will be neatly organized in your personal planner. It even includes sections for dependent children, pets, and livestock, ensuring that their care won't be left to chance. By investing in Get It Together, you are investing in peace of mind for yourself and your family.

Worried about the daunting task of creating and maintaining an organized planner? Don't be. Get It Together provides step-by-step instructions and helpful resources to guide you through the process. Whether you need to understand how durable powers of attorney for finances work, learn about different types of memorial services, or navigate estate planning documents, this guide has got you covered. Plus, your purchase includes downloadable forms that make creating your planner even easier. Get It Together empowers you to take control of your life, one organized record at a time.

Still not convinced? Get It Together offers the convenience of electronic files that you can download to create your planner. By saving the files to your computer, you can effortlessly update sections whenever needed. No more dealing with messy handwriting or re-organizing physical documents. With this workbook, you'll have a complete system for structuring and organizing your information and documents into a records binder. And if you prefer a physical set, a companion Binder & Tab Set is also available for purchase. It's time to simplify your life and ensure that your family won't have to face unnecessary hassles in the future. Get It Together today and secure a worry-free tomorrow.

Ready to take the first step towards a more organized and stress-free life? Purchase Get It Together now and start creating your personal planner. Don't leave your loved ones guessing - provide them with the gift of organization and peace of mind. Click here to buy Get It Together and protect your future.

Disclosure: I get commissions for purchases made through links in this website