topic | organize finances and pay bills

Step 1: consolidate bank accounts

Ensure that automatic payments are not scheduled to be drafted from checking and savings accounts.  Deposits Deductions may contain information on automatic payments.

Close checking and savings accounts from institutions such as Savings and Loans Associations and Credit Unions. Deposit the funds into the estate checking account (established in the Topic: Gather Information and Make Notifications)

(if this Step is complete)
to Step 2

Return to Topic Overview