Wills Information Form (Page 2 of 2) in pdf

Wills Information Form Page 2

20. Details of your bank accounts, RRSP’s & RRIF’s if any:

If any of these accounts is held in your name with another person, is it your intention that the other person receive



the entire balance in such account upon your death?

Yes

21. Details of your life insurance:

22. Details of your property:

23. Details of your other personal property (cars, vehicles, boats etc.):

24. Approx value of household goods and furniture:

25. Real Estate and Leasehold Interests:

26. Locations of Important Personal Papers and Computer Login Credentials:

27. Are You an Executor or Beneficiary under Another Person’s Estate or Trust?

28. Have You Set Up a Trust to Benefit Another Person?

29. Mortgages, Debts and Other Exposure to Liability(incl. guarantees, cosigning, line of

credit)

30. Specific Gifts (Household Goods, Personal Effects, Jewellery, Automobiles, etc.)

31. Cash Legacies (including charitable)

32. Create Trusts for Beneficiaries?

33. Guardian for Children:

34. Funeral, Burial and Other Special Instructions:

Wills Information Form Page 2