ABA/AARP Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes

Book Description: 

Put your life in order with this valuable new resource from AARP and the American Bar Association. Checklist for My Family guides you through the process of gathering in one place your finances, legal documents, online accounts, wishes about medical care, and more. Plus it tells you what you need, why you need it, what’s missing, and where to get it.

While giving you peace of mind, this book is also a gift to your loved ones. It spares them stressful decisions and needless frustrations when you’re ill or upon your death. And it presents them with your legacy, by providing specific knowledge of family history and recollections about your life, interests, and accomplishments.

Whether you choose to gather this critical information in the book itself or through the forms available free online, you can easily customize and organize your information.

With this one-of-a-kind guide, you’ll stay in control of your life and feel satisfied in knowing that if anything happens to you, you—and your family—will be well prepared.

Review

If you are looking to get your affairs (and documents that go along with this task!) in order than you will want to get a copy of this helpful book.  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, this book will help you with leaving instructions for survivors, secured places and passwords, final arrangements, estate planning documents, insurance policies, tax records, retirement accounts….and so much more!  This is really a complete system for structuring and organizing your records for yourself and your  loved ones.

 

~Reviewed by Allie B.

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