Estate Accounts - Assets, Debts and Benefits

  Description Joint With Whom Value
       
Real Estate
Bank Accounts
GIC's
Stocks (Brokerage Account)
RRSP's
Automobiles
Personal Belongings & Household Effects
Interest in another estate
Canada Pension
Death Benefit
Vacation Pay
Severance Pay
Cash / Travellers Cheques
Other
       
Total

Debts:

 

Description

Amount
     

Credit Cards

    
 

1. 

1. 

 

2. 

2. 

Use this box if you requre more space

   

Personal Loans

1. 

1. 

 

2. 

2. 

Mortgage

  

 

Revenue Canada

  

 

Funeral Home

  

 

Cemetary

  

 

Executor's Expenses

  

 

Other Expenses

 

       

Total

    

Benefits:

 

Description

Beneficiary

Amount
       

Life Insurance

      
 

1. 

 

2. 

RRSP's

        
 

1. 

 

2. 

Canada Pension
Survivor's Benefits

1. 

Employment Pensions

1. 

Other Benefits

 
       

Total

    

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