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Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom) | 
 enlarge | Authors: Melanie Cullen, Shae Irving
Publisher: NOLO
Category: Book
List Price: $21.99
Buy New: $14.28
You Save: $7.71 (35%)
New (26) Used (4) from $14.28
Rating:  10 reviews
Sales Rank: 79972
Media: Paperback
Edition: 3 Pap/Cdr
Pages: 245
Number Of Items: 2
Shipping Weight (lbs): 2.2
Dimensions (in): 10.6 x 8.2 x 1
ISBN: 1413309097
Dewey Decimal Number: 332.024016
EAN: 9781413309096
ASIN: 1413309097
Publication Date: October 20, 2008
Availability: Usually ships in 1-2 business days
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Product Description
Everyone has important paperwork but not everyone is prepared to find it. Whether readers need to organize records for themselves or their survivors, Get It Together shows them how. PDesigned for ease of use by both readers and their survivors, Get It Together helps them track down: P instructions for survivors final arrangements estate planning documents employment records insurance policies tax records retirement accounts government benefits real estate records and much more PA CD-ROM lets them fill out the workbook on their computers so they can simply print their work and put it in a binder. Contains legal and practical guidance for each of the topics covered, including the following: Personal Letter to Survivors- Final Arrangements: Organ Donation; Burial or Cremation; Funerals and Memorial Services- Employment Records-Government Benefits-Real Estate Practical Instructions for Survivors-Obituary-Insurance Policies-Credit Cards and Other Debts- Business Interests Biographical Information- Will and Trusts-Tax Records-Secured Places and Passwords-Vehicles Health Care Directives-Children and Other Dependents Bank and Brokerage Accounts-Memberships-Additional Personal Property Durable Power of Attorney for Finances-Pets and Livestock- Retirement Accounts and Pension Plans- Service Providers-Other Important Information And much more
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| Customer Reviews: Read 5 more reviews...
A gentle, thorough system, even for an ostrich like me! February 2, 2008
ck *moonshadow* (between sea and sky)
13 out of 13 found this review helpful
I've been left to pick up the pieces after a loved one's death and would not wish that experience on my family. That said, exactly because the subject was so intensely emotional, I'd put off meaningful gathering and preparation. br / br /A recent experience I watched unfold showed me how selfish that approach was and I started looking for a method to pull together information. This book came highly recommended, and I liked the idea of the accompanying CD-Rom. br / br /We've been making progress with our worksheets (I printed one file for each of us, with a master file for joint things like checking/savings accounts and our home). When we're almost done, we'll sit down with a professional and use this material to develop a living trust. br / br /The author's manner throughout is professional and yet compassionate. Instructions are easy to understand, yet there's not a feel that you're being talked down to. You also can hop from one place to another in the book and worksheets as your information and mood take you. br / br /I'd add these suggestions to the process: br / br /* If you don't already have a grid of account numbers, simply gather your monthly statements now, while you're waiting for the book to arrive, and add new statements as they come in. br / br /* "Tax time" is a perfect time to work on the financial sections, since you've probably got a lot of materials more at your fingertips than you do at other times of year. br / br /* Practice security wisely. Keep the material at home, preferably locked up. Although you can work on the files on your computer, I would advise very strongly against leaving them on your drive. Either secure the printouts or archive your documents on a removable drive, which you then secure. br / br /* There's a note that no tech support is available for non-Windows users. I have found that the CD operates easily and flawlessly on the Mac OS X platform. br / br /* If you're reluctant for time or emotional reasons, you'll find that you can get a lot done in 20-minute chunks. For the same reason, turn to the portions where you indicate your wishes (remembrance service? full-blown viewing and service?) since your voice will provide comfort and solace to those you leave behind. br / br /(This review is of the second edition of the book, which was purchased directly from Amazon.) br /
 Not as expected October 18, 2007
Craig Frooninckx (Phoenix, AZ)
19 out of 25 found this review helpful
We were hoping to set up a will and living directive, but the CD didn't have that. The forms are in PDF format so you print them off and fill them out?? Not sure why that is, deliver a Word doc so people can type it in. It's a great get all the information together type of book, just not great on the other parts of what to do if you become incapacitated type situations.
Everyone has important paperwork and legal information which loved ones should have access to June 3, 2007
Midwest Book Review (Oregon, WI USA)
5 out of 5 found this review helpful
Everyone has important paperwork and legal information which loved ones should have access to: GET IT TOGETHER: ORGANIZE YOUR RECORDS SO YOUR FAMILY WON'T HAVE TO appears in its second updated edition to tell how to sort important records, help your family find needed information, and how to do so with or without a computer in hand. Step-by-step descriptions of what documents will be needed, how to organize and protect them, and how to provide selected users with keys for finding them quickly make GET IT TOGETHER a top pick for any public library reference section.
Covered All The Bases...And More January 25, 2007
Scott A. Jefferis (Tampa, FL United States)
65 out of 66 found this review helpful
I bought this book thru Amazon in June 2006 because of my experiences working with a close friend who had just lost his father rather unexpectedly. My friend faced a monstrous task of trying to track down his father's assets, business records, last will, credit accounts, etc. just to scratch the surface. As a participant in his frustration, I began to think about the arrangement of my personal life and how my loved ones would tend to my estate. br / br /"Get It Together" brings so much to the table to deal with. I think most people refuse to face their mortality and the task of making such arrangements, let alone there really is a large volume of papers, decisions, conversations, and organization to be handled. GIT is very thorough in all topic areas (see Table of Contents). The book discusses the emotions involved with each topic area, numerous websites to obtain additional information, what to get a copy of, keeping the info current and arranging your "estate" or life, for that matter, to benefit those close to you. br / br /My parents or other people I look up to would never or be highly uncomfortable discussing these topics in detail. This book is perfect to compensate for the lack of those conversations. Now, just a warning for those willing to purchase and conform to this book. I was quite diligent in following all their instructions and recommendations to the "t". It took longer than expected, about 12 weekends, until I had gathered and organized everything to my satisfaction and I don't have a wife, kids or other complicated situations...just me alone. br / br /But I have such a peace of mind that my successors will have no trouble making decisions or tracking down stuff because it's all there with explicit directions from me. I find going forward that I try to keep my life organized in a simple fashion and refuse to take on unnecessary stuff that I will need to add to my planner. And I feel no stress at all looking at my desk now because all the meaningless clutter is gone and GIT was a big reason for that. br / br /Finally, the greatest resource is the forms CD included with the book, which saves a great deal of time when the organizing process starts and got me unstuck in some areas.
Get It Together: Organize Your Records So Your Family Won't Have To by Melanie Cullen May 27, 2006
Kate (California)
30 out of 31 found this review helpful
My mother died suddenly and left her estate in a total mess. I was left shocked, grief-stricken and alone in struggling to make sense of what needed to be done. I wouldn't wish that ordeal on anyone let alone on those I love. This workbook and companion organizer is the perfect solution. Nothing will be left to guesswork if I am incapacitated or dead. It is thorough yet simply organized and written from a compassionate perspective. It is a gift of love to provide this kind of direction to those who must make decisions on your behalf.
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