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