Get It Together: Organize Your Records So Your Family Won't Have To


Get your life organized with the best workbook available!

Paperwork and personal information isn't...

See more details below
Paperback (Sixth)
$17.00 price
(Save 31%)$24.99 List Price

Pick Up In Store

Reserve and pick up in 60 minutes at your local store

Other sellers (Paperback)
  • All (13) from $14.92   
  • New (10) from $14.92   
  • Used (3) from $16.99   
Get It Together: Organize Your Records So Your Family Won't Have To

Available on NOOK devices and apps  
  • NOOK Devices
  • Samsung Galaxy Tab 4 NOOK 7.0
  • Samsung Galaxy Tab 4 NOOK 10.1
  • NOOK HD Tablet
  • NOOK HD+ Tablet
  • NOOK eReaders
  • NOOK Color
  • NOOK Tablet
  • Tablet/Phone
  • NOOK for Windows 8 Tablet
  • NOOK for iOS
  • NOOK for Android
  • NOOK Kids for iPad
  • PC/Mac
  • NOOK for Windows 8
  • NOOK for PC
  • NOOK for Mac
  • NOOK for Web

Want a NOOK? Explore Now

NOOK Book (eBook - Sixth Edition)
$13.99 price
(Save 44%)$24.99 List Price


Get your life organized with the best workbook available!

Paperwork and personal information isn't always easy to find, and organizing your records can seem like an intimidating task. But, whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of:

  • instructions for survivors
  • secured places and passwords
  • final arrangements
  • estate planning documents
  • employment records
  • insurance policies
  • tax records
  • retirement accounts
  • government benefits, and
  • real estate records.

This workbook provides a complete system for structuring a records binder and easily organizing it for your loved ones. This edition is easier to use than ever, with fully updated resources and references. All forms are now downloadable at

Read More Show Less

Editorial Reviews

From the Publisher
" Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members." Reference & Research Book News
Reference & Research Book News
" Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members." Reference & Research Book News
Sacramento Bee
“Offers a detailed, step-by-step process for gathering records and key documents and organizing them for future use.” Sacramento Bee
Reference & Research Book News
" Provides a guide to collecting and organizing important records, and how to store and protect them, for readers and their family members. Reference & Research Book News
Portland Observer
A book that is essential for everyone.... Tells you exactly what information you must record, who to tell, where to keep it and how often to update it.
Get It Together is a must-have book/planner for every adult!
Read More Show Less

Product Details

  • ISBN-13: 9781413320718
  • Publisher: NOLO
  • Publication date: 10/31/2014
  • Edition description: Sixth
  • Edition number: 6
  • Pages: 416
  • Sales rank: 86,954
  • Product dimensions: 8.40 (w) x 10.70 (h) x 1.00 (d)

Meet the Author

Melanie Cullen holds an MBA from the Graduate School of Business at Stanford University. Following 20 years in corporate management, she is a consultant in management and technology. An avid planner and a blue-chip organizer, she lives in Davis, California, near to loved ones who appreciate that her affairs are truly in order.

Shae Irving has written and edited for Nolo since 1994, specializing in estate planning and family law issues. She has written or co-written books and software, including Prenuptial Agreements: How to Write a Fair and Lasting Contract, Living Wills and Powers of Attorney for California, Get It Together: Organize Your Records So Your Family Won't Have To, and Nolo's Quicken WillMaker Plus software. Shae graduated from Boalt Hall School of Law at the University of California, Berkeley.

Read More Show Less

Read an Excerpt


Life is a great big canvas, and you should throw all the paint on it you can.
-- Danny Kaye, entertainer and UNICEF ambassador (1913-1987)

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-to-follow 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 areill 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 -- such as a parent, grandparent, or friend -- 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 can alert you to the important documents you need and show 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.
How It Works

Similar to income tax or school exam materials, this book contains both instructions and companion forms. These two parts of the book are the guide and the planner:

* The guide. The first part of the book is your instruction manual. Each chapter describes a topic and shows you how to pull together the information and documents you will need.
* The planner. The second part of the book contains the forms where you'll actually record your information. If you prefer to use a computer, the book includes a CD-ROM with all the forms you'll need to create your planner.

To make your work easier, the guide and planner follow the same chapter sequence. For example, the first chapter in the guide helps you write a letter to your survivors, and that letter is also the first section of the planner.

The sequence of your planner is designed to create an easy, ready reference for your survivors. The planner begins with the materials that your loved ones will need immediately if you become incapacitated or die, and progresses to information they will need over time. But don't think you have to tackle the most daunting tasks right away. Rather than completing your planner from front to back, you can skip ahead and complete some of the simplest sections first. (You'll learn more about this in the next chapter, which contains specific suggestions and tips for completing your planner.)

You may want to take a moment now to page through the entire book, familiarizing yourself with the layout and the various topics.
Read More Show Less

Table of Contents

About This Book

Completing Your Planner

1. Letter to Loved Ones

2. Instructions

3. Biographical Information

4. Children

5. Others Who Depend on Me

6. Pets and Livestock

7. Employment

8. Business Interests

9. Memberships

10. Service Providers

11. Health Care Directives

12. Durable Power of Attorney for Finances

13. Organ or Body Donation

14. Burial or Cremation

15. Funeral and Memorial Services

16. Obituary

17. Will and Trust

18. Insurance

19. Bank and Brokerage Accounts

20. Retirement Plans and Pensions

21. Government Benefits

22. Credit Cards and Debts

23. Secured Places and Passwords

24. Taxes

25. Real Estate

26. Vehicles

27. Other Income and Personal Property


Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star


4 Star


3 Star


2 Star


1 Star


Your Rating:

Your Name: Create a Pen Name or

Barnes & Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation


  • - By submitting a review, you grant to Barnes & and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Terms of Use.
  • - Barnes & reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)