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Taking a Financial Inventory

Step 1: How Much Monthly Income Do I Have?

Step 2: How Much Money Do I Need?

Step 3: How Can I Find Out What I Have?

Step 4: How Much Money Do I Have Overall?

Medical Expenses and Other Bills?

Insurance?

Student Loans?

My Children's Education?

Employment/Business Ownership?

Twelve Months of Financial Milestones

Working with Financial and Legal Advisors

Settling the Estate

Taking Control of Your Financial Future

Glossary of Financial Terms

Resources

taking a financial inventory
Step 5: How Do I Handle. . .?

The subsections of this page address some of the most common and worrisome issues that survivors encounter as they try to make sense of a loved one’s financial situation—and their own. Use this contact log to keep track of who you’ve talked with about these financial matters and what actions you and they have agreed to take.