PERSONAL INFORMATION
AND PROPERTY SUMMARY
PERSONAL INFORMATION OF:
Date Last Updated:
Personal Information
Self
/Spouse
NameBirthdate
Birth place
Social Insurance No.
Your Family
Your Children:
Name / Birth Date / Address / Marital Status / GrandchildrenYour Extended Family:
Self / SpouseParent’s names, dates of birth and places of birth
Siblings names and addresses
Nieces and Nephews names and birth dates
Marriage Information
Date of MarriagePlace of Marriage
Marriage Contract? / □ yes □ no
Your Advisors
Name and Address of Solicitor:Name and Address of Accountant:
Name and Address of Broker:Name and Address of Financial Advisor:
Estate Planning Documents
Wills
/Self
/Spouse
Date of WillsLocation of Original Documents
Executor name(s)
Executor address(es)
Powers of Attorney
/Self
/Spouse
Date of DocumentsLocation of Original Documents
Attorney name(s)
Attorney address(es)
Representation Agreements
/Self
/Spouse
Date of DocumentsLocation of Original Documents
Representative name(s)
Representative address(es)
Living Wills
/Self
/Spouse
Date of DocumentsLocation of Original Documents
If Children are under the age of majority:
Guardian name(s)Guardian address(es)
Asset Information
Residential Property
(i.e. house, cottage) /#1
/ #2Address
Legal Description
Owner(s) / □ joint tenants □ tenants in common / □ joint tenants □ tenants in common
Purchase Date
Purchase Price
Name of Mortgagee
Amount of Mortgage
Investment Property
(i.e. rental, commercial) /#1
/ #2Address
Legal Description
Owner(s) / □ joint tenants □ tenants in common / □ joint tenants □ tenants in common
Purchase Date
Purchase Price
Name of Mortgagee
Amount of Mortgage
Bank Accounts
/#1
/ #2Name of Institution
Address
Account number(s)
Ownership / □ jointly □ sole name / □ jointly □ sole name
Safety Deposit Box? / □ yes □ no
if yes, box no. / □ yes □ no
if yes, box no.
RRSPs or RRIFs
/#1
/ #2Name of Institution
Address
Account number
Account owner
Name of Beneficiary
Investment Accounts
/#1
/ #2Name of Institution and Broker
Address
Account number
Ownership / □ jointly □ sole name / □ jointly □ sole name
Insurance Policies
/#1
/ #2Name of Insurance Company
Address
Policy number
Name of Insured
Owner of the Policy
Amount of Policy
Name of Beneficiary
Credit Cards
/#1
/ #2 / #3Name of Card Issuer
Account number
Name of Primary Card Holder
Name of additional Card Holders
Other Assets
Vehicles: (Year, Make, Model & Serial Number)
Boats and Engines: (Year, Make, Model & Serial Number)
Computer Equipment: (Type and Purchase Price)
Artwork:
Collections:
Interest in Estates or Trusts:
Other:
May 27, 2010 Page 1