After a loved one passes, the last thing grieving family members want are calls from debt collectors. Ensure there are no surprises by listing your financial obligations (loans, reoccurring bills, installments to be paid from your estate). Only after debts are paid from an estate will remaining assets be distributed among beneficiaries. Include specific contact information about loans, utilities, payment plans, credit cards etc. For online bill payments, indicate where your username and password information can be found.

Selection criterion: does it spark joy?
Wow! I just completed a huge home organizing project in my home. I read “the life-changing
Moving Parents to a Retirement Community
I remember the day that my folks and I made the decision it was time to consider a retirement
I lost my wallet or purse, now what?
Have you ever lost your purse or lost your wallet? Losing your purse or wallet is stressful
Funeral Planning Checklist: What You Need
Preparing important details for your funeral in advance is an excellent final way to say, “I

DOWNLOAD YOUR FREE PERSONAL PLANNING CHECKLIST TODAY

Download Your Personal Planning Checklist. This checklist will outline some of the many elements you should consider in your Plan My Affairs Plan.
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