Asset Information Sheet

    Your full name
    Email

    Real Estate:

    Your Home:

    Name on title and how is it owned? (i.e. as joint tenants or tenants-in-common):
    Approximate market value:
     

    Approximate amount remaining on mortgage / secured lines of credit:

    Other Real Estate

    1. Street name or location
      Name on title and how is it owned? (i.e. as joint tenants or tenants-in-common):
      Approximate market value:
       

      Approximate amount remaining on mortgage / secured lines of credit:
    2. Street name or location
      Name on title and how is it owned? (i.e. as joint tenants or tenants-in-common):
      Approximate market value:
       

      Approximate amount remaining on mortgage / secured lines of credit:

    RRSPs

    1. Plan Holder
      Issued By
      Beneficiary
      Value
    2. Plan Holder
      Issued By
      Beneficiary
      Value
    3. Plan Holder
      Issued By
      Beneficiary
      Value
    4. Plan Holder
      Issued By
      Beneficiary
      Value

    DPSPs and pensions

    1. Name
      Issued By
      Beneficiary
      Value
    2. Name
      Issued By
      Beneficiary
      Value
    3. Name
      Issued By
      Beneficiary
      Value
    4. Name
      Issued By
      Beneficiary
      Value

    Insurance:

    Name of Insurance Advisor (if applicable):
    Phone Number of Insurance Advisor:

    Insurance policies:

    1. Issued By
      Policy Number
      Name of Owner
      Name of Life Insured
      Name of Beneficiary
      Value
    2. Issued By
      Policy Number
      Name of Owner
      Name of Life Insured
      Name of Beneficiary
      Value
    3. Issued By
      Policy Number
      Name of Owner
      Name of Life Insured
      Name of Beneficiary
      Value

    Money on Deposit:

    1. Name of Bank or Depository
      Address of Bank or Depository
      Type of Account
      Account Number
      Ownership
      Approximate Amount
    2. Name of Bank or Depository
      Address of Bank or Depository
      Type of Account
      Account Number
      Ownership
      Approximate Amount
    3. Name of Bank or Depository
      Address of Bank or Depository
      Type of Account
      Account Number
      Ownership
      Approximate Amount
    4. Name of Bank or Depository
      Address of Bank or Depository
      Type of Account
      Account Number
      Ownership
      Approximate Amount

    Investment Portfolio outside RRSPs (e.g. Stocks, Bonds, Debentures, Guaranteed Investment Certificates, etc.):

    Name of Investment Advisor (if applicable):
    Approximate value of Portfolio:
    Do you have any interests in a partnership or an unincorporated business?
    If yes please describe:

    Debts owing by you including promissory notes:

    1. Name of Creditor
      Amount
      Maturity
      Other Terms
    2. Name of Creditor
      Amount
      Maturity
      Other Terms
    3. Name of Creditor
      Amount
      Maturity
      Other Terms
    4. Name of Creditor
      Amount
      Maturity
      Other Terms

    Debts owing to you including promissory notes:

    1. Name of Debtor
      Amount
      Maturity
      Other Terms
    2. Name of Debtor
      Amount
      Maturity
      Other Terms
    3. Name of Debtor
      Amount
      Maturity
      Other Terms
    4. Name of Debtor
      Amount
      Maturity
      Other Terms

    Automobile, Boats and Recreation Vehicles:

    1. Description
      Ownership
      Value
    2. Description
      Ownership
      Value

    Are there any heirlooms, artwork, jewelery and any collections, etc. for which you wish to provide special instructions in your will?
    Are there any household goods and furniture for which you wish to provide special instructions in your will?
    Are there any "other" noteworthy assets (i.e. an interest in an inter vivos or testamentary trust):

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