Calgary Legal Guidance | Property Checklist

calgary legal guidance

 

The following checklist, while not exhaustive, can provide a good sense of the property you own and assist in your estate planning objectives.

 

1. Do you own property in another country? [  ] If so, please name the country.

2. Do you own property in another province? [  ] If so, please name the province.

3. Do you spend a significant period of time in another country [   ], or another province [  ]?

4. Do you own a house or condo? [   ]

5. Is this real estate jointly owned with anyone? [   ]

6. Do you own real estate other than your primary residence? [   ]

7. Is this real estate jointly owned with anyone? [   ]

8. Do you own an automobile? [   ]

9. Is the vehicle jointly owned with anyone? [   ]

10. Do you have one or more bank accounts jointly owned with another person? [   ]

11. Do you fully [   ] or partially [   ] own a business? [  ]

12. Do you own RRSPs [   ], TFSAs [   ], private pensions [   ], life insurance [   ], unregistered investments [   ], stocks [   ], bonds [   ], physical objects of significant monetary value (not including real estate and vehicles) [   ]?

13. Do you have any pets? [   ]