Stephen R. Biss, B.A., LL.B.
BARRISTER & SOLICITOR

Questionnaire of Information Needed by Your Lawyer and Executor

Inventory of Everything You Own Separately or Jointly

Stephen R. Biss, B.A., LL.B.

ASSETS


1. REAL PROPERTY

ADDRESS:

LEGAL DESCRIPTION:

TITLE IN NAME OF:

VALUE:

MORTGAGE:

INSURANCE:

 

RECREATIONAL PROPERTY

 

FAMILY FARM

 

OTHER REAL ESTATE

 

REAL ESTATE OUTSIDE ONTARIO


2. BANK ACCOUNTS

NAME OF BANK(S)

ACCOUNT #:

TYPE OF ACCOUNTS

BALANCE TODAY (APPROX.)

JOINTLY OR SEPARATELY:

SAFETY DEPOSIT BOX:

CONTENTS:


3. LIFE INSURANCE

NAME OF COMPANY:

OWNER OF POLICY:

AMOUNT:

BENEFICIARY(IES):

HAVE YOU DOUBLE-CHECKED THAT BENEFICIARIES ARE PROPERLY DESIGNATED?:

POLICY #:


4. GROUP LIFE INSURANCE

NAME OF COMPANY:

NAME OF EMPLOYER THROUGH:

AMOUNT:

BENEFICIARY(IES):

HAVE YOU DOUBLE-CHECKED THAT BENEFICIARIES ARE PROPERLY DESIGNATED?:

POLICY #:


5. PENSION PLANS

RRSP'S:

HAVE YOU DOUBLE-CHECKED THAT BENEFICIARIES ARE PROPERLY DESIGNATED?:

C.P.P./OLD AGE PENSION:

R.R.I.F.'S

HAVE YOU DOUBLE-CHECKED THAT BENEFICIARIES ARE PROPERLY DESIGNATED?:


6. GIC'S, STOCKS, BONDS, OTHER ANNUITIES


7. VEHICLE(S)

MODEL AND VALUE:


8. OTHER VEHICLE(S) (BOATS, TENT TRAILERS, ETC.


9. LOANS MADE TO CHILDREN, RELATIVES


10. PERSONAL PROPERTY OUTSIDE OF ONTARIO

 


11. BUSINESS INTEREST


DEBTS


1. MORTGAGES ON HOME, OTHER REAL ESTATE


2. BANK LOANS OR CREDIT UNION LOANS


3. MONEY BORROWED FROM FAMILY