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The best "get your life organized" workbook available! Everyone has important paperwork and personal information -- but it's not always easy to find. 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. If you'd like to work on your computer, use the CD-ROM -- then simply print your work and put it in a binder.
- Sales Rank: #2494415 in Books
- Brand: Brand: NOLO
- Published on: 2007-04-05
- Original language: English
- Number of items: 2
- Dimensions: 11.00" h x 1.00" w x 8.50" l,
- Binding: Paperback
- 350 pages
- Used Book in Good Condition
Review
"Offers a detailed, step-by-step process for gathering records and key documents and organizing them for future use." -- Sacramento Bee
"A book that is essential for everyone.... Tells you exactly what information you must record, who to tell, where to keep it and how often to update it." -- Portland Observer
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!
Most helpful customer reviews
34 of 35 people found the following review helpful.
A gentle, thorough system, even for an ostrich like me!
By ck
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.
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.
My husband and I tackled the worksheets as time and emotion permitted. I printed one file for each of us, with a master file for joint things like checking/savings accounts and our home. When we were almost done, we sat down with a professional and used this material to develop a living trust. Although we left several topics untouched until those meetings, the attorney we retained told us we were the most prepared couple he'd ever met with. Our homework made the legal side of things go smoothly and quickly, and much of the credit for this goes to this book.
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.
I'd add these suggestions to the process:
* 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.
* "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.
* 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.
* 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.
* 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.
Note: This review is of the second edition of the book, which was purchased directly from Amazon. A newer version, also with a companion CD-Rom, is available. This link Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom) is to that version; this second link Get It Together: Organize Your Records So Your Family Won't Have To (book with CD-Rom) will take you to the Kindle version.
While the Kindle is a great way to build an archive of reference materials, because the worksheets can take some time, my preference for this volume is to stick with a physical book and CD-Rom.
8 of 9 people found the following review helpful.
Everyone has important paperwork and legal information which loved ones should have access to
By Midwest Book Review
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.
30 of 45 people found the following review helpful.
Not as expected
By Craig Frooninckx
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.
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