“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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