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Everything you need to get organized Do your loved ones know where to find your life insurance policies, online banking passwords, real estate deeds, or even your will? If youâre like a lot of people, you keep important informationâfrom the whereabouts of family heirlooms to online passwords to automatic bill-pay detailsâin your head or stashed in the odd desk drawer. Unfortunately, this disorganization will likely cause hassles for those who someday take care of you or your estate. Get It Together provides an easy, straightforward method to help you and others keep track of: secured places and passwords employment records insurance policies real estate records tax records retirement accounts estate planning documents funeral arrangements letters to loved ones This book is organized to make the process straightforward. In the first half, youâll find the pages to create your personal planner. In the second half, youâll find step-by-step instructions and helpful resources. |
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