You Can't Take It with You So Get Organized: A Guide for Organizing Your Important Information

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AuthorHouse, May 15, 2008 - Education - 77 pages
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We keep our personal information in various places. The question is: Can anyone other than yourself locate your documents, insurance policies, investments and banking information if you are unable to provide them? The bigger question is: Can you locate them? This book provides the means by which YOU can ORGANIZE your Important Information. The work sheets guide you toward the data required to track your financial, personal and family information. Consequently, by completing this book, 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 author (2008)

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.

 

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