Get It Together

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 you’re like a lot of people, you keep important information—from the whereabouts of family heirlooms to online passwords to automatic bill-pay details—in 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, you’ll find the pages to create your personal planner. In the second half, you’ll find step-by-step instructions and helpful resources.