Check List – “Will”

Info required to process LAST “WILL” AND TESTAMENT Affidavit of EXECUTION / Personal Directive

1. Last Name (Testator)
2. First Name
3. DOB:
4. Marital Status
5. Address
6. Telephone
7. Email
8. Spouse Last Name if applicable:
9. Spouse First Name
10. DOB:
11. Email
12. Children’s Name and DOB if applicable:

13. Next of Kin Details: Address / Tel / Email / DOB / Relation

14. Executor 1: Name / Address / Tel / Email

15. Executor 2: Alternate:
Name / Address / Tel / Email

16. Trustee 1: Name / Address / Tel / Email

17. Trustee 2: Alternate:
Name / Address / Tel / Email

18. Guardian 1: One parent only:
Name / Address / Tel / Email

19. Guardian 2: Alternate:
Name / Address / Tel / Email

20. Witness (Deponent) 1:

21. Witness (Deponent) 2:

22. Air miles Number:

23. Complete list of all your Assets:

Business / Land / House – Canada or Overseas / Rental Property – Canada or Overseas / Automobile / Computer / TV and Household items / Cash on Hand / Name of all Banks – Canada / Name of all Banks – Overseas / Safety Deposit Box / All Investments – CSB / Other Bonds / GIC / RRSP / RESP / RRIF / TFSA / Shares / Stock / Mutual Funds / CPP / Company Pension / Life Insurance / More

24. Complete list of all your Liabilities:
Real Estate Mortgages / Loans – Business or Personal / Credit Card Balance payable /

25. Any Other Information to add:

Any questions: Shabudinonline@gmail.com
January 2024

Accounting / Tax and More

Video from Tax Department (Canada Revenue Agency) CRA – Ottawa, Canada

Video for New Comers to Canada

Accounting and Tax Servcies offered by                               Shabudin Nathoo and Associates                                             Tel: 403 248 2144 Email:  shabudinonline@gmail.com
Since 1995 in Calgary, Alberta, Canada

– Set up books for New Companies

– Company Resgistration with CRA to received account numbers

– Bookkeeping using Quickbooks Online

– Financial Statments (Unaudited)

– Payroll

– GST Reporting

– Personal Tax Returns

– Corporate Tax Returns

– Filing Year End Tax Slips (T4 / T3 / T5 / etc)

– Helping Clients to finanlise CRA Inquires

– Filing all Government Forms (Old Age / Seniors Benefits / PR Card / Passport / Etc

– Preparing “WILLS” using online Software

– Connecting Clients to Immigration Consultants

– Connecting Clients for WEBSiTE Creation and Design

– Connecting Clients to Lawyers

– Connecting Clients for all Insurance Needs

– Connecting Clients to RRSP / RESP / TFSA / Investments / More

– Connecting Clients for Commercial and Residential Cleaning

Digital Bank Account – Share & Earn Bonus

Open New Account at Simplii and start earning bonus by following steps
Start with a $50 referral bonus

1. Earn $50 when you use your friend’s unique link to open a No Fee Chequing Account, High Interest Savings Account, Personal Line of Credit or Cash Back Visa* Card.
AND
2. Deposit at least $100 in a No Fee Chequing Account or High Interest Savings Account within six months after account opening, and keep $100 or more in the account for at least 30 days.
OR
3. Use or spend $100 on your Cash Back Visa* Card or Personal Line of Credit within six months after opening the account.

Simplii Financial is a division of CIBC, a CDIC member
Click here to open New Account

 

CDIC Deposit Insurance Information

 

Alternative to MS Office Software

Office Suite Special Edition for Windows 10-8-7 (English version) | PC Software and 1.000 New Fonts | Alternative to Microsoft Office | Compatible with Word, Excel and PowerPoint
Visit the Markt + Technik Store
Platform : Windows Vista, Windows XP
4.0 out of 5 stars 1,099 ratings
$25.96
Available at a lower price from other sellers that may not offer free Prime delivery.
About this item
THE ALTERNATIVE: The Office Suite Package is the perfect alternative to MS Office. It offers you word processing as well as spreadsheet analysis and the creation of presentations.
LOTS OF EXTRAS:✓ 1,000 different fonts available to individually style your text documents and ✓ 20,000 clipart images
EASY TO USE: The highly user-friendly interface will guarantee that you get off to a great start | Simply insert the included CD into your CD/DVD drive and install the Office program.
ONE PROGRAM FOR EVERYTHING: Office Suite is the perfect computer accessory, offering a wide range of uses for university, work and school. ✓ Drawing program ✓ Database ✓ Formula editor ✓ Spreadsheet analysis ✓ Presentations
FULL COMPATIBILITY: ✓ Compatible with Microsoft Office Word, Excel and PowerPoint ✓ Suitable for Windows 10, 8, 7, Vista and XP (32 and 64-bit versions) ✓ Fast and easy installation ✓ Easy to navigate

Office Suite Special Edition for Windows 10-8-7 (English version) | PC Software and 1.000 New Fonts | Alternative to Microsoft Office | Compatible with Word, Excel and PowerPoint

 

Excel Word PowerPoint – Alternate to MS Office