Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal Page 4
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8iii) LAND MORTGAGES AND AGREEMENTS FOR PURCHASE AND SALE (MORTGAGES
WHERE YOU ARE THE LENDER NOT THE BORROWER): (Provide Details)
____________________________________________________________________________________
____________________________________________________________________________________
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iv) INSURANCE, ANNUITIES, RRSP’S, PENSIONS, ETCETERA:
No. Of Policy:
Issued By:
Beneficiary (if any):
Value of Benefit to
Estate:
_________________
_________________
_______________________
___________________
_________________
_________________
_______________________
___________________
_________________
_________________
_______________________
___________________
v) MONEY ON DEPOSIT:
Name and Address
Type of Account:
Ownership:
Approximate
of Bank:
Balance:
_______________________
_________________
________________________ _____________
_______________________
_________________
________________________ _____________
_______________________
_________________
________________________ _____________
_______________________
_________________
________________________ _____________
vi) SHARES, BONDS, DEBENTURES, GUARANTEED INVESTMENT CERTIFICATES,
MUTUAL FUNDS: (approximate value of Portfolio) $______________
Description including #:
Acquisition Cost & Date:
Current Value:
Physical Location:
_______________________
_______________________
_________________
_____________
_______________________
_______________________
_________________
_____________
_______________________
_______________________
_________________
_____________
_______________________
_______________________
_________________
_____________
Are there any:
G Yes
G No
Restrictions on transfer?
G Yes
G No
Buy-Sell Agreement?
G Yes
G No
Funded or Unfunded Buy-Sell Agreement?
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