Get It Together

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Do your loved ones know where to find your important documents like insurance policies, passwords, or your will? Many people keep crucial information in their heads or hidden in desk drawers, which can create difficulties for those who may need to manage your affairs in the future. This guide serves as a resource to help you gather and organize your records, creating a personal organizer and a roadmap for your survivors. It offers a comprehensive framework to track secured places and passwords, employment records, bank accounts, real estate documents, insurance policies, tax records, and more. The workbook is divided into two parts: the first half helps you create your personal planner, while the second half provides step-by-step instructions and resources for completing each section. Topics include Durable Powers of Attorney, memorial services, choosing an executor, and avoiding probate. You'll also find guidance on storing and maintaining your planner and discussing it with loved ones. Your purchase includes downloadable forms for easy planner creation. A companion Binder & Tab Set is also available for purchase. This workbook offers a complete system for organizing your information into a structured records binder.