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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