You Can't Take It With You So Get Organized
A Guide For Organizing Your Important Information
by
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LET ME GUIDE YOU THROUGH THE MAZE! Let’s take a trip through your personal and pertinent information. Let’s see how we can make sense of that stack of papers on your desk—or wherever it might be found. Time’s a’wasting and it won’t get any easier. In fact, as you accumulate more and more essential accounts, services and documents, this task will balloon.
DO IT
Worksheets guide you toward the data required to track your personal, family and financial information. Consequently, by completing this book in the event of your incapacity or death, your personal representative or executor will immediately know who to contact, how to access your information and how to maintain or distribute your finances and personal property.
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About the Book
Why get organized?
Organizing important and vital information is essential, not only for yourself but for the benefit of another who may have to step in and administer your affairs. Think, too, that you will need to access this information in the event of your parents’ illnesses or demise.
What if you are ill? Or your parents are sick? Who pays the bills? Who knows where to locate them, the passwords, medications, and appropriate documents for doctors, attorneys, insurance, etc? Who can be contacted regarding your banking? How will you access your parents’ bank account?
Let’s make your life easier, shall we? Let’s take the “clutter” out of your life! My book will provide you with the ability to record all of your information from finances to family history to medical procedures and medications to estate planning. This book will guide you through the process of getting your life in order. Then you, too, can be organized!
About the Author
Organizing my affairs was necessitated by the fear that if something happened to my husband, I would be responsible for taking care of bills, banking accounts, investments, insurance, accessing online accounts and services—and the list goes on. As a result of this apprehension, I began listing all our pertinent information on my computer, resulting in this book.
As a consequence of preparing this workbook, appreciative comments from users have come forth, and I would like to share them with you:
B. French writes: Funny how we will get lulled into thinking that it will be my spouse who becomes ill or dies. I think the one motivating piece of information is the possibility of something happening to both my husband and myself at the same time. I certainly had not thought about both of us being incapacitated with bills needing to be paid. Those two bits of info, I think, will do the trick of getting me moving on gathering up this info and having it in one place.
K. Huss emails: As much difficulty as I am having trying to gather my own information, I can image how much frustration an executor might have trying to figure it all out.
As an aside, about six years after my mother’s death, we searched the Unclaimed Funds website and found a $5,000 CD that had been missed by her executor. Your valuable suggestions should prevent this from happening to other families.