Get It Together: Organize Your Records So Your Family Won't Have To (Book with CD-Rom)
by Melanie Cullen, Shae Irving
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Book Summary Information
Author: Melanie Cullen, Shae IrvingEdition: Paperback
Audio: English (Original Language); English (Unknown); English (Published)
Published: 2007-03-30
ISBN: 1413305636
Number of pages: 143
Publisher: NOLO
Book Reviews of Get It Together: Organize Your Records So Your Family Won't Have To (Book with CD-Rom)
Book Review: A gentle, thorough system, even for an ostrich like me!
Summary: 5 Stars
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.
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.
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 user. 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.
(This review is of the second edition of the book, which was purchased directly from Amazon.)
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Summary of Get It Together: Organize Your Records So Your Family Won't Have To (Book with CD-Rom)
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:
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.
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