Get it together : organize your records so your family won't have to
Edition
9th edition.
Publication Information
Berkeley, California : Nolo, 2020.
Physical Description
xiii, 408 pages ; 28 cm.
Summary
This workbook is a complete guide to collecting and organizing important papers and information--and it makes the process easy for the reader and for loved ones who will wrap things up when the time comes. The author leads readers through the process step by step, prompting them to provide information that will make sure family members don't lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history).
Notes
"With downloadable forms" --Cover.
Contents
- Instructions
- Letter to loved ones
- Biographical information
- Children
- Others who depend on me
- Pets and livestock
- Employment
- Business interests
- Memberships and communities
- Service providers
- Heath care directives
- Durable power of attorney for finances
- Organ or body donation
- Burial or cremation
- Funeral and memorial services
- Obituary
- Will and trust
- Insurance
- Bank and brokerage accounts
- Retirement plans and pensions
- Government benefits
- Credit cards and debts
- Secured places and passwords
- Taxes
- Real estate
- Vehicles
- Other income and personal property
- Other information
- Appendixes
- Using eForms
- Lawyers and other experts
- My planner.