Aba/AARP Checklist for My Family - 2nd Edition by Sally Balch Hurme (Paperback)

About the Book

This handy resource will guide you through the process of gathering in one place your finances, legal documents, online accounts, wishes about medical care, and more.

Book Synopsis

Don't put it off any longer! Get your life in order and make sure your family knows your plans and wishes with this simple step-by-step guide by a top expert in the field. This valuable resource walks you through the process of gathering in one place critical information about your finances, legal documents, online accounts, passwords, wishes about medical care, and more. Plus, it tells you what you need, what's missing, and where to get it. You're never too young or too old to get organized and prepared, so start now. While giving you peace of mind, this book is also a gift to your loved ones, sparing them stressful decisions should you become ill or die. Stay in control of your affairs with this updated edition of the award-winning book by AARP and the American Bar Association.

Review Quotes

Praise for the Bestselling, Award-winning Checklist for My Family

Stacks of papers are among the biggest challenges of decluttering and downsizing. The fear of throwing away something important scares us all. But retaining the mess clogs up your living space--and your life. There's a simple solution. Sally Hurme's Checklist for My Family guides you step by step through which papers to save, which to toss, and where to keep them.

--Matt Paxton, author of Keep the Memories, Lose the Stuff: Declutter, Downsize, and Move Forward With Your Life; star of PBS's Emmy-nominated Legacy List with Matt Paxton; and celebrity cleaner on Hoarders

Pulling all this information together in one place, with Sally Hurme's latest book, will help you immeasurably every time you visit a doctor, do your taxes, access an online account, and more. And if you're wondering, "When I die or get sick, will my loved ones know what to do? Will they understand what I want?" you can be reassured: With Checklist for My Family, the answer is yes.

--Jean Chatzky, CEO of HerMoney.com and AARP Financial Ambassador

This is the one workbook every family needs to organize all the critically important information that we usually relegate to a drawer, box, or online file somewhere--information about family history, life events, financial assets, estate plans, benefit entitlements, health care, and end-of-life wishes. It will help you now, and it will help your loved ones avoid the agonizing time, effort, and expense of finding that important document, account number, photograph, or historical gem.

--Charlie Sabatino, former director, Commission on Law and Aging, American Bar Association

About the Author

Sally Hurme is an elder law attorney and author. While with AARP for 23 years she worked on a wide variety of issues including advance care planning, surrogate decision-making, consumer fraud, elder abuse, and financial security. Ms. Hurme was an advisor to the Uniform Law Commission in the drafting of the uniform guardianship jurisdiction act and Uniform Guardianship, Conservatorship and other Protective Arrangements Act. She also was a member of the U.S. State Department delegation that drafted the Hague Convention on the International Protection of Adults. She has authored 20 law review articles and book chapters on various elder law issues and taught elder law at George Washington University Law School. She is author of the ABA/AARP Checklist series: Checklist for My Family, Checklist for Family Survivors, Checklist for Family Caregivers, Get the Most Out of Retirement, and Wise Moves. She received her law degree from the Washington College of Law at American University, Washington, D.C., and her bachelor's degree from Newcomb College, Tulane University in New Orleans. Sally currently lives in Bridgewater, VA.