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ABA/AARP Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes Paperback – May 7, 2015

by Sally Balch Hurme (Author)
4.4 4.4 out of 5 stars 1,218 ratings
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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.
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Previous page
  1. Print length
    222 pages
  2. Language
    English
  3. Publisher
    American Bar Association
  4. Publication date
    May 7, 2015
  5. Dimensions
    7.07 x 0.56 x 9.98 inches
  6. ISBN-10
    1627229825
  7. ISBN-13
    978-1627229821
  8. See all details
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Editorial Reviews

About the Author

Sally Balch Hurme is an elder law attorney currently with the AARP Health Education team explaining the workings of the Affordable Care Act and the Health Insurance Marketplaces. She has also 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. She also was a member of the U.S. State Department delegation that drafted the Hague International Convention on the 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 Checklist for Family Heirs and ABA/AARP Checklist for Family Survivors. 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.

Product details

  • Publisher ‏ : ‎ American Bar Association; 1st edition (May 7, 2015)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 222 pages
  • ISBN-10 ‏ : ‎ 1627229825
  • ISBN-13 ‏ : ‎ 978-1627229821
  • Item Weight ‏ : ‎ 1.05 pounds
  • Dimensions ‏ : ‎ 7.07 x 0.56 x 9.98 inches
  • Customer Reviews:
    4.4 4.4 out of 5 stars 1,218 ratings

About the author

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Sally Balch Hurme

Sally Balch Hurme

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Explaining legal stuff so everyone can understand it has long been my passion. My approach seems to be working as the American Bar Association has named me its top-selling author. On top of that success, I have been named as one of the fifty "Influencers in Aging" by Next Avenue.

Customer reviews

4.4 out of 5 stars
4.4 out of 5
1,218 global ratings

Top reviews from the United States

Amazon Customer
5.0 out of 5 stars Amazing book. Buy it.
Reviewed in the United States on February 20, 2021
Verified Purchase
I bought "AARP Checklist for my Family," along with "My Final Wishes," for my me and my husband. This "AARP Checklist for My Family" is 250 pages covering all aspects of one's life. It covers personal and family history; insurance; retirement and veterans benefits; banking and savings; investments; real estate; other assets and debts; wills, trusts, and powers of attorney; and medical and final wishes. Each chapter has an extensive "to-do checklist" and many questions to probe your memory and request information that one would have not otherwise thought of. "My Final Wishes," on the other hand, is a 37-page booklet that consists mainly of empty or blank pages.
6 people found this helpful
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Jacqueline Peterson
5.0 out of 5 stars Thorough, thoughtful, well oganized and complete.
Reviewed in the United States on August 31, 2015
Verified Purchase
This is a well thought out workbook! My father is long retired and 88 years old. He was a banker, is still in our family home and very lucid and in control of his faculties but after a recent motorcycle accident (hit by a deer at 65 mph) that occurred to a friend of mine I got to thinking about what I didn't know (he is a WWII vet...how are military honors handled, who do I call? He's not a religious man but has a lot of friends in town so how do we handle a funeral or memorial service? I also decided to get the book for myself as well (I'm 50) realizing that none of my friends or family know what I want for myself. Best to start making some choices. And, my Dad and I can do it together...my Mom has been gone a while and my brother is absent though we fear he may turn up at the end. The book is thorough (including documenting tech stuff/passwords, etc.) and well organized. Sometimes having these conversations are tough & teary, especially at first but this workbook helps and I get to learn more from what my Dad already knows and has done.
18 people found this helpful
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Lynn A.
4.0 out of 5 stars Good start to prepare family for probate
Reviewed in the United States on May 30, 2017
Verified Purchase
This is a wonderful way to start the tough job of itemizing your life to ease your family's work. We had just gone through a difficult probate that should have been simple, but the records were scattered in boxes, computer files and banks. That prompted us to look for a way to help our children avoid some of the pitfalls we faced. The book is a good start, but we find that it ignores the fact that some couples are equal partners and have separate data to share. The way the book is set up, there is plenty of room for one and then much smaller areas for the second person.
18 people found this helpful
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Lori Ritchey
5.0 out of 5 stars and to do the best for their family and loved ones
Reviewed in the United States on June 13, 2015
Verified Purchase
This book has all the information you need to know, and so much more that I never thought of, all in one place. Instead of having to search all over and talk to different people, this book has all the information you could want in a step by step, methodical sequence. I believe it's a book that would help anyone prepare, and to do the best for their family and loved ones. The book was in brand new condition, and shipping was very fast. I recommend this highly as a useful tool that will help those that want to organize their affairs, wishes, and even family history. A book with information that eventually we will all have a need for. Highly recommended!!!
6 people found this helpful
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Ginny1inNC
3.0 out of 5 stars Way more book that I was expecting!!! ...
Reviewed in the United States on October 25, 2017
Verified Purchase
Way more book that I was expecting!!! This will take longer than I probably have in order to fill out. This is truly a book, and I can see where you can impart all kinds of info to your next-of-kin here. I was looking for a booklet, that my 25-year-old would have the patience to stick with. I'll use this as a guide to do my own booklet, as I waited too long to return it. A quality production, but way more than I was looking for.
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2 people found this helpful
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Maryland guy
5.0 out of 5 stars very good guidance
Reviewed in the United States on September 4, 2022
Verified Purchase
I've been putting off this task for several years... finally getting back on track -- this is making it a LOT simpler to get organized -- stuff I never would have thought of. You'll STILL eventually need a lawyer, but this book will help to avoid thousands of $$ so the lawyer doesn't have to charge you for getting it all together... and then more because you forgot or didn't know about a lot of it.
One person found this helpful
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Amazon Customer
5.0 out of 5 stars It's a real project
Reviewed in the United States on December 19, 2020
Verified Purchase
Very detailed and very time consuming. I thought I was prepared, but I have been working on this project for months I am sure my daughter will appreciate the work when she needs to deal with all of this. I do not want to leave her with the chaotic mess my father left me. Well worth the money and the time involved. I feel relieved that I am leaving an easy to follow trail to all documents and contacts. Glad I landed on this publication through AARP.
2 people found this helpful
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David D OHIO
4.0 out of 5 stars Helps you organize information for your family when you pass
Reviewed in the United States on December 29, 2019
Verified Purchase
Not what I thought it would be but good anyway.
I thought it would give you advice as to how to prepare for an orderly death but gives advice for organizing information.
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Top reviews from other countries

Gary
4.0 out of 5 stars Helpful Resouce for Death Planning
Reviewed in Canada on October 15, 2015
Verified Purchase
This is a very useful book for end of life and estate planning. It is well organized and it will be a good resource for thinking through all the issues we face as death comes our way and then for our family after we die.
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