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Get It Together: Organize Your Records
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Product description

The all-new 3rd edition is easier to use than ever, with fully updated resources and references.

This workbook provides a complete system for structuring a records binder and easily organizing it for your loved ones. And, if you'd like to work on your computer, use the CD-ROM and print your work and put it into a binder. But, 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, and
  • real estate records.

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