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 could cause hassles for those who will someday take care of you or your estate.

Get It Together provides a clear and easy method to help you and others keep track of:

estate planning documents
insurance policies
real estate records
secured places and passwords
employment records
bank and retirement accounts
funeral arrangements
letters to loved ones, and
much more.


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 a guide with step-by-step instructions and helpful resources.