“WILLS” Online Check List |
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| 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 | |||||||||
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