This can be started before a loss and
helps to get things organized. OR, it can be done after the loss. Whichever you
choose, you will find it a big help. Personalize your own list.
Type
Expense: Company
|
Frequency
of payment
|
Whose
Name it’s in
|
Account
Number
|
Phone
number of Company
|
Other
|
Verizon:
triple play
|
Monthly
|
John
Doe
|
876-493-2587
|
||
Mortgage
Company
|
Monthly
- auto debit from checking acct.
|
John
and Mary Doe
|
|||
Water Bill
|
Monthly
|
||||
Homeowners
Assn.
|
Monthly
- auto debit checking
|
||||
Master
Card
|
Monthly
|
Each has
|
|||
Visa
Card
|
Monthly
|
Each has
|
|||
Township
Taxes
|
Yearly
(begin of year)
|
||||
County
Taxes
|
Yearly
(begin of year)
|
||||
School
Taxes
|
Yearly
(July)
|
||||
Head
Tax (individual)
|
Yearly
(begin of year)
|
||||
Car
Insurance
|
Bi-yearly
(Apr.; Oct.)
|
||||
Health
Insurance
|
Monthly
|
Each has own
|
|||
Quarterly
Taxes State
|
Quarterly
|
Joint or both
|
###
With her permission, I am serializing here nurse Cheryl Barrett's valuable book on transcending grief. I had the pleasure of being her coach and editor through my Write Your Book with Me enterprise.
Douglas Winslow Cooper, PhD
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