Estimate of Family Resources

Estimate of Family Resources and Expenses After Policyholder's Death
ASSETS
Survivor's salary	__________
Interest	__________
Dividends	__________
Rent received	__________
Annuity income	__________
Benefits	__________
Social Security	__________
Veterans	__________
Life insurance	__________
Pension	__________
Trust income	__________
Investment income	__________
Other income	__________
SUBTOTALS
TOTAL $	__________
EXPENSES
Housing	__________
Rent	__________
Mortgage	__________
Utilities	__________
Other	__________
Food	__________
Home	__________
Away	__________
Clothing/upkeep	__________
Transportation	__________
Education	__________
Entertainment and recreation	__________
Medical and dental expenses	__________
Child care expenses	__________
Insurance premiums	__________
Life	__________
Health	__________
Disability	__________
Auto	__________
Other	__________
Payments	__________
Loan	__________
Installment	__________
Taxes	__________
Local	__________
State	__________
Property	__________
Income	__________
Other	__________
SUBTOTALS
TOTAL $	__________
TOTALS
TOTAL INCOME $	__________
TOTAL EXPENSES $	__________
You should now have a better grasp of your income, assets, expenses and liabilities. This will help you determine the financial resources available to your family and the amount of income that would be needed in the event of the policyholder's death. You should adjust these figures periodically to take into account changes in family circumstances, new living arrangements, inflation and other variables.

November 07, 2009

Estimate of Family Resources and Expenses After Policyholder's Death