Get It Together: Organize Your Records So Your Family Won't Have To. Book with CD-Rom (2nd edition)

  Author:    MELANIE CULLEN, Shae Irving
  ISBN:    1413305636
  Sales Rank:    27497
  Published:    2007-03-30
  Publisher:    NOLO
  # Pages:    143
  Binding:    Paperback
  Avg. Rating:    5.0 based on 10 reviews
  Used Offers:    4 from $13.90
  Amazon Price:    $14.95
  (Data above last updated:  2008-09-05 01:23:40 EST)
  
  
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Get It Together: Organize Your Records So Your Family Won't Have To. Book with CD-Rom (2nd edition)
  
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.

  • "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. Designed for ease of use by both readers and their survivors, Get It Together helps them track down: . instructions for survivors . final arrangements . estate planning documents . employment records. insurance policies . tax records . retirement accounts . government benefits . real estate records . and much more
                      Reader Reviews 1 - 11 of 11                 
      
      
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    Reader Reviews Below Sorted by Newest First
    02-02-08 5 10\10
    (Hide Review...)  A gentle, thorough system, even for an ostrich like me!
    Reviewer Permalink
    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.)
    (Review Data Last Updated: 2008-09-05 01:26:54 EST)
    02-02-08 5 (NA)
    (Hide Review...)  A gentle, thorough system, even for an ostrich like me!
    Reviewer Permalink
    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 (one file for each of us, with a master file for joint things like checking 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 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 this 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.)
    (Review Data Last Updated: 2008-02-08 02:28:30 EST)
    10-19-07 3 4\8
    (Hide Review...)  Not as expected
    Reviewer Permalink
    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.
    (Review Data Last Updated: 2008-01-26 10:17:23 EST)
    10-18-07 3 5\9
    (Hide Review...)  Not as expected
    Reviewer Permalink
    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.
    (Review Data Last Updated: 2008-02-02 10:06:55 EST)
    10-17-07 1 (NA)
    (Hide Review...)  Very very simple
    Reviewer Permalink
    This turned out to be very simple - nothing I couldn't have thought of on my own. The work of course comes in assembling the data and storing it in a safe yet accessible place. This reads more like a handout that one would receive at a ladies club meeting [did I just date myself? lol].
    (Review Data Last Updated: 2007-10-19 01:57:06 EST)
    06-04-07 5 1\1
    (Hide Review...)  Everyone has important paperwork and legal information which loved ones should have access to
    Reviewer Permalink
    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.
    (Review Data Last Updated: 2007-10-17 23:26:54 EST)
    01-25-07 5 20\20
    (Hide Review...)  Covered All The Bases...And More
    Reviewer Permalink
    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.

    "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.

    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.

    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.

    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.
    (Review Data Last Updated: 2007-07-06 07:52:56 EST)
    05-28-06 5 23\23
    (Hide Review...)  Get It Together: Organize Your Records So Your Family Won't Have To by Melanie Cullen
    Reviewer Permalink
    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.
    (Review Data Last Updated: 2007-07-06 07:52:56 EST)
    05-24-06 5 17\17
    (Hide Review...)  Just What I Needed
    Reviewer Permalink
    I've recently retired and am looking forward to years of "re-engaging" with activities I haven't had time to focus on during all those years of full-time work and rearing children. Get it Together is exactly what I needed to provide essential background information and help me organize all the documentation I want my family to have. Now I can travel and do the things I've been looking forward to without worrying about whether my children will be able to figure out what I would have wanted them to know in case something should happen to me.

    Get it Together has given me an entree to discuss things with my children and to encourage them to do their own planning for the future.
    (Review Data Last Updated: 2007-07-06 07:52:56 EST)
    05-17-06 5 17\17
    (Hide Review...)  Caring and Compassionate
    Reviewer Permalink
    Melanie Cullen has approached a very difficult topic with insight and compassion. Starting with the Letter to Loved Ones, Health Care Directives, Funeral and Memorial Services, through various chapters on the disposition of assets - including Pets and Livestock - she offers helpful guidance in a straightforward, friendly manner. Whether you already have everything together or haven't a clue where to start, "Get It Together: Organize Your Records So Your Family Won't Have To" is an excellent guide that will make it easier for your loved ones to help in the event that you are incapacitated, or to manage your estate when you are gone. The forms in the book and on the CD can be easily organized and updated in the companion Planner. A must read for everyone!
    (Review Data Last Updated: 2007-07-06 07:52:56 EST)
    05-14-06 5 16\16
    (Hide Review...)  Where the heck is...?
    Reviewer Permalink
    'Get It Together' will save your survivors from having to ask that question. This top-notch resource combines a wealth of planning information with an outstanding organizational framework. The guide and planner allows you to coalesce all of your far-flung records into one easily managed center. The benefits to your survivors are immeasurable, providing your wishes and directives for everything under your domain, from Animals to Wills. No one should exit this world without having this invaluable resource completed for your loved ones. Makes a great gift for family & friends.
    (Review Data Last Updated: 2007-07-06 07:52:56 EST)
      
                      Reader Reviews 1 - 11 of 11                 
      
      
      
      
      
      

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