Categories
Computer Softwares Shop Online

“WILLS” Online Check List

“WILLS” Online Check List

CHECK LIST – Gathering Information –                  Start to prepare your “WILL” using Software https://www.legalwills.ca/write_a_will?refcode=a44985003 Done Review
YOUR NAME:
DATE OF BIRTH:
MARITAL STATUS:
ADDRESS:
TELEPHONE:
E-MAIL:
SPOUSE NAME:
DATE OF BIRTH:
E-MAIL:
CHILDREN: NAMES AND DATE OF BIRTH
PRINCIPAL RESIDENCE (HOUSE)
BUSINESSES
LAND
AUTOMOBILE
LAP TOP COMPUTER
TV AND HOUSE HOLD ITEMS
CASH ON HAND
BANK – CHEQUING ACCOUNT
BANK – SAVINGS ACCOUNT
BANK – SAFETY DEPOSIT BOX / JEWLERY / ETC
BANK – (CANADA SAVINGS BONDS) OR PREMIUM BONDS
BANK – GIC
RRSP
RESP
SHARES
MUTUAL FUNDS
LIFE INSURANCE
CANADA PENSION PLAN (CPP)
COMPANY PENSION
REAL ESTATE LOANS
OTHER PRIVATE LOANS
CREDIT CARD (ONE)
CREDIT CARD (TWO)
NEXT OF KIN DETAILS / ADRESS / TEL / E-MAIL / DOB / RELATION
EXECUTOR (ONE)
EXECUTOR (TWO)
TRUSTEE (ONE)
TRUSTEE (TWO)
GUARDIAN (ONE)
GUARDIAN (TWO)
MY LAST “WILL” AND TESTAMENT
AFFIDAVIT OF EXECUTION: ( Affidavit of Witness to a Will)     One Witness Only – Form NC 8 – Signed by Comm. for Oaths / Notary Public
WITNESS (ONE)
WITNESS (TWO)
ENDURING POWER OF ATTORNEY – SIGNED BY NOTARY PUBLIC OR COMMISSONER FOR OATHS
Today’s Date:
Any Questions:  www.betterworld4all.org