CIBC WOOD GUNDY ESTATE INVENTORY BOOKLET. Derek Small CFA, FMA, FCSI Investment Advisor, Portfolio Manager

Transcription

1 CIBC WOOD GUNDY ESTATE INVENTORY BOOKLET Derek Small CFA, FMA, FCSI Investment Advisor, Portfolio Manager Tel:

2 CREATING A PERSONAL INVENTORY This personal inventory booklet will assist you in collecting the information necessary to begin your estate planning. It is a starting point from which you will be able to map and fully understand the key components comprising your estate. Completing the booklet will also prompt questions to ask your Investment Advisor about the development of your estate plan. As you begin preparing your personal inventory, you may find it helpful to have the following documents on hand: Recent income tax returns Investment statements Bank statements Prenuptial/divorce agreements Decrees Business agreements, such as shareholder or partnership agreements As you develop your estate plan, CIBC Wood Gundy can assist you and your legal and tax advisors create a plan to meet your goals.

3 PERSONAL INFORMATION YOUR INFORMATION: Name: Primary Secondary Date of Birth: Citizenship: Home Telephone: Place of Birth: Social Insurance Number: Business Telephone: YOUR SPOUSE S INFORMATION: Name: Primary Secondary Date of Birth: Citizenship: Home Telephone: Place of Birth: Social Insurance Number: Business Telephone: YOUR DEPENDANTS: 1) Name: Relationship: 2) Name: Relationship: 3) Name: Relationship: 4) Name: Relationship: 5) Name: Relationship: YOUR EXECUTOR/CO-EXECUTORS: 1) Name: Relationship: 2) Name: Relationship: 3) Name: Relationship:

4 KEY CONTACT INFORMATION LAWYER: Name: Telephone: Firm: Fax: ACCOUNTANT: Name: Telephone: Firm: Fax: ADVISOR: Name: Telephone: Branch: Fax: OTHER ADVISORS (INVESTMENT AND INSURANCE): 1) Name: Firm: Type of Advisor: Telephone: Fax: 2) Name: Firm: Type of Advisor: Telephone: Fax:

5 ASSET INFORMATION BANK ACCOUNTS: Save statements in appropriate Legacy Kit folder Type If Joint, with whom Market Value NON-REGISTERED INVESTMENTS: TOTAL Bonds, Stocks, Mutual Funds, Name of Institution, Address Type: Type: Type: Type: Type: Type: Type If Joint, with whom Market Value TOTAL

6 ASSET INFORMATION (Cont d) REGISTERED PLANS: RRSP/RRIF/RESP/TFSA/RDSP 1 /Locked-In Retirement Accounts Plan Type: o Individual o Spousal Plan Type: o Individual o Spousal Plan Type: o Individual o Spousal Plan Type: o Individual o Spousal Plan Type: o Individual o Spousal Plan Type: o Individual o Spousal REGISTERED PENSION PLANS/ANNUITIES: Name of Type Market Value Beneficiary 2 TOTAL Bonds, Stocks, Mutual Funds, Name of Institution, Address Company Name: Plan #: Company Name: Company Name: Company Name: Company Name: Company Name: General Phone: Plan #: General Phone: Plan #: General Phone: Plan #: General Phone: Plan #: General Phone: Plan #: General Phone: 1 Spousal plans are not permitted for TFSAs or RDSPs. A joint RESP has joint subscribers. 2 Beneficiary designations are not permitted in Quebec, with the exception of insurance products. Name of Beneficiary 2 Type Assessed Value TOTAL

7 ASSET INFORMATION (Cont d) REAL ESTATE: Property: Location: o Personal o Commercial Property: Location: o Personal o Commercial Property: Location: o Personal o Commercial Property: Location: o Personal o Commercial PERSONAL PROPERTY: Type Assessed Value TOTAL Automobiles, Boats, Jewellery, Art, Collectibles, etc. Type Assessed Value Type: Location: Type: Location: Type: Location: Type: Location: TOTAL BUSINESS INTERESTS: Company: Company: Company: Company: Type of Ownership Type Assessed Value % % % % TOTAL

8 ASSET INFORMATION (Cont d) INDIVIDUAL LIFE INSURANCE: Type Name of Beneficiary Death Benefit Cash Value TOTAL GROUP LIFE INSURANCE: Name of Institution(s), Policy Number(s) Type Name of Beneficiary Death Benefit TOTAL Cash Value

9 ASSET INFORMATION (Cont d) TRUST ACCOUNTS: Name of Trust: Trustee: Name of Trust: Trustee: Name of Trust: Trustee: Name of Trust: Trustee: Name of Beneficiary: Name of Beneficiary: Name of Beneficiary: Name of Beneficiary: Market Value TOTAL CHARITABLE ACCOUNTS: Type Market Value Name of Charitable Account: Name of Charitable Account: Name of Charitable Account: Name of Charitable Account: o Donor Advised o Private o Donor Advised o Private o Donor Advised o Private o Donor Advised o Private TOTAL

10 LIABILITY INFORMATION LIABILITIES: Mortgages, Bank Loans, Lines of Credit, Home Buyers, Life-Long Learning Path, Accrued Taxes, Credit Cards, Other Debt, Guarantees Type Amount TOTAL

11 PERSONAL INFORMATION WILLS: Self Spouse Date of Will/Codicil Prepared: Name of Lawyer: Name of Legal Firm: Lawyer(s) Contact Number(s): Executor(s) Name: Executor(s) Contact Number: Address Where Documents Held: POWER OF ATTORNEY 1 : Property: Self Spouse Attorney for Property: Contact Number: Address Where Documents Held: Personal Care: Attorney for Health Directive Contact Number: Address Where Documents Held: GUARDIAN(S) OF MINOR CHILDREN NAMED IN WILL: 1) Name: Telephone: Relationship: 2) Name: Telephone: Relationship: 1 The terminology for Powers of Attorney may vary among provinces.

12 PERSONAL INFORMATION (Cont d) FUNERAL PRE-PLANNING: Self Spouse Name of Funeral Home: Funeral Home Contact Number: Religious Contact Name: Religious Contact Phone Number: Cemetery Name: Plot Location: SAFETY DEPOSIT BOX: Location: Box Number: Key Location: INFORMATION: 1: Password: 2: Password: OTHER DOCUMENTS:

13 NOTES

14 DEREK SMALL CFA, FMA, FCSI Investment Advisor, Portfolio Manager Tel: CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.