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Personal Assets ChecklistOur Gift CalculatorMaking a detailed list of all your worldly possessions can be time-consuming. But it also means you're doing a real favour for your family - and your executor. The more detailed and complete your list, the easier it will be for your estate to be properly settled. To help ensure you don't overlook anything, here's a checklist of all the different categories you should consider when summarizing your personal assets. Financial Assets: Bank accounts Guaranteed investment certificates (GICs) Government Savings Bonds (CSBs) Mutual funds, segregated funds, stocks, and bonds Business investments Registered Retirement Savings Plans (RRSPs) Locked-in RRSPs or Retirement Accounts (LIRAs) Registered Retirement Income Funds (RRIFs) Life Income Funds (LIFs) and Life Retirement Income Funds (LRIFs) Annuities Life insurance policies Company pension plans with survivor benefits Physical Assets: Home Rental properties Cottage Cars Recreational vehicles (boats, snowmobiles, etc) Home furnishings Artwork Antiques Collectibles (stamps, coins, etc.) Jewelry Return to Giving Assessment |  |
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