Step 2-5: Liabilities

Step 2-1 | Step 2-2 | Step 2-3 | Step 2-4 | Step 2-5 | Step 2-6

The Word document (see the 'Download this worksheet page' link) includes all the information on:

Mortgages and other real estate debt

Please write the description and account number, the name of the creditor and their contact information, the due date, the amount remaining to be paid and by whom, and whether or not it's insured.

Back to Top


Liens against personal property (i.e. vehicle or machinery loans)

Please give a description, the name of the creditor, the date it's due, the remaining amount to be paid and by whom, and whether or not it's insured.

Back to Top


Other personal liabilities

Personal liabilities include credit cards, money owed to others, etc. Please describe the type, the name of the creditor, the due date, the amount remaining to be paid, who it will be paid by, and whether or not it's insured.

Back to Top


Resources