Get It Together: Organize Your Records So Your Family Won’t Have To Eighth Edition
This book will help you get organized for your own benefit and, eventually, for the benefit of your loved ones. You’ll use it to complete a planner that contains everything your caretakers or survivors need to know, including critical personal, legal, and financial information.
Your planner will be a thorough and easy-tofollow guide for your family and close friends. With your planner in hand, your loved ones can more easily step in and take care of things if you become incapacitated or when you die.
Who Needs to Plan Ahead?
If you picked up this book, you’re probably feeling the need to get organized. Or perhaps you want to help someone else put things in order—maybe an elderly parent or an ailing friend. Any adult can benefit from making a planner, even those without a lot of money or property, but some people might find the process particularly useful.
As we age, most of us feel some concern about what would happen if we became ill and unable to make our own medical or financial decisions.
And we wonder how our loved ones will take care of things after we die. If you’re elderly, making a planner can smooth the way for your caretakers and survivors. You can gather together your health care wishes, financial plans, legal documents, and important personal information, and arrange these things in a format that will make sense to others. Those close to you will likely view your planner as a small miracle—and a wonderful gift.
People Facing a Serious Illness
If you are ill and concerned that at some point you may no longer be able to care for yourself, making a planner can help you find some peace of mind. While you’re able, you can document your wishes for medical care, name someone
to take care of your finances, write down what you want to have happen to your property and your body after death, and organize personal information and important paperwork for your family and friends. This book is designed to help you organize things a little bit at a time, with help if necessary; you can pick and choose the issues that are most important to you.
Family Members and Other Caretakers
If you are caring for an older or ailing person— you’re probably grappling with both strong emotions and lots of practical tasks. You may find it useful to help your family member or friend complete a planner. It will probably be a great relief to have personal wishes, financial information, and important legal paperwork at your fingertips
If you have been named as an agent for health care or financial matters, executor of a will, or successor trustee of a living trust, a good planner will provide the framework that you need to carry out your eventual responsibilities in an orderly, informed way.
If you’re using this book to help someone else make a planner, keep in mind that the instructions are written primarily for people who are making planners for themselves—but there’s no reason you can’t use the instructions to help another person through the process.
Parents and Young Adults
If you are young, you may want to use this book to get off to a good start—getting and staying organized. This book will show you how to understand and keep track of your important records, providing a solid foundation for years to come.
If you have young children, this book can help you ensure that they are provided for if something happens to you. It alerts you to the important documents you need and shows you how to organize important information so your wishes for your children will be carried out if the need arises.
People Planning Travel or Deployment
When we’re leaving town—especially if we’re leaving family for an extended period—many of us think about what might happen if we were injured, or worse, while away from home. This book can help you get organized so that, when you leave, you will know that your affairs and records are in order and will be easily available to those who may need to step in
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|January 3, 2022|