This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For each topic, you will find helpful content, rich resources, and step-by-step instructions.
Also, available: A companion Binder & Tab Set, by Melanie Cullen. To purchase, search for "get it together binder and tab set." 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
All forms are downloadable through a link printed in the book.
Also, available: A companion Binder & Tab Set, by Melanie Cullen. To purchase, search for "get it together binder and tab set."