Adding Debt Information
How To Add Debt Information
To add debt information for your client in the Legacy Planner system:
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Go to the "Debt Information" section
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Specify the institution or individual to whom the debt is owed
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Enter a description of the debt if necessary
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Input the estimated amount of the debt
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Click "save" to record the debt information
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Once you have entered both assets and liabilities, proceed to the "execution and distribution" section
FAQ - Debt Information
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What kind of debt should I include?
You should include all significant debts your client has, such as bank loans and debts owed to individuals. -
Where do I go after adding debt information?
After entering your client's assets and liabilities, the next step is typically to move on to the "execution and distribution" section to appoint executors and specify how assets should be distributed.