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Your Bills & Debt Plan

Bills & Debt

$

You allocated $ towards your bills and debt. Please specify how you would like these funds to be distributed to ensure your financial obligations are addressed.

Bills/Debts you would like to have paid

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BILL/DEBT 1

Things to consider for your bills and debt

Navigating debts left after you pass can be challenging, here are some of the bills you may wish to tell your Executor about:

Mortgage

Mortgage

For most people this is their largest debt. Consider any remaining balance and the burden on your spouse.

Credit Card

Credit Card

Take into account any credit card balance that could be left behind for your loved ones after your passing.

Medical Bills

Medical Bills

Consider outstanding medical expenses incurred during your final days, as they can accumulate rapidly.

Other

Other

Account for any outstanding personal loans, like car loans or home equity loans.

LisaMike

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