Complete Your MASTER LIST - Black Star Wealth

Complete Your

MASTER LIST

Workbook

“Confidence comes from being prepared.” - John Wooden

Dear Attendee,

Thank you for signing up for our series. We are so excited to have you be a part of the conversation.

As an attendee, we want to provide you with our master checklist that highlights important information to have when you meet with your executor, lawyer, or other advisors.

In addition, this information is beneficial to have organized in case of an emergency. Make sure it is easily accessible and the people you trust know where to find it.

On the next page, you will find a list to help you get prepared. Use this list as a guideline and make necessary modifications accordingly.

Sincerely,

Wendy and Laroux

Things to locate LocationContact Information

Marital Status

Dependents

Family

Birth Certificates (you, your partner and children under the age of 25)

Social Insurance # (for you and your partner)

Marriage Certificates

Divorce or Separation Documents

Prenuptial or Postnuptial Agreements

Citizenship/Naturalization Papers

Passports

Licenses (Drivers License, Health Card, etc.)

List of all Insurances

List of Assets (Bank Accounts, Investments, etc.)

List of Debts (Mortgage, Credit Cards, Loans, etc.)

Your Will

Master list (Check off the documents you organize in this list, and cross out everything that doesn’t apply.)

Myself

Legal Full Name:

Name commonly used, if different:

Home Address:

Telephone: (H) (B) (Cell)

Email:

Occupation:

Business Address and Phone Number:

Date of Birth/Place of Birth:

Citizenship:

Do you have multiple passports? If yes, please list?

My Partner

Legal Full Name:

Name commonly used, if different:

Home Address:

Telephone: (H) (B) (Cell)

Email:

Occupation:

Business Address and Phone Number:

Date of Birth/Place of Birth:

Citizenship:

Do you have multiple passports? If yes, please list?

Contact Information (Myself)

Myself

Maiden name if applicable:

Marriage contract? (i.e. prenup?) Circle answer: Yes No

If common law, date of beginning of cohabitation:

Cohabitation agreement? Circle answer: Yes No

If divorced, date of divorce:

Divorce judgement? Circle answer: Yes No

Any obligation to former spouse or other dependents? Circle answer: Yes No

If separated, date of separation:

Separation agreement? Circle answer: Yes No


My Partner

Maiden name if applicable:

Marriage contract? (i.e. prenup?) Circle answer: Yes No

If common law, date of beginning of cohabitation:

Cohabitation agreement? Circle answer: Yes No

If divorced, date of divorce:

Divorce judgement? Circle answer: Yes No


If separated, date of separation:

Separation agreement? Circle answer: Yes No


Marital Status

Dependents (Children)

Name Date of Birth Marital Status Special Needs

(Children from current marriage/relationships)

(Children from previous marriage/relationships)Name Date of Birth Marital Status Special Needs

(Children from partners previous marriage/relationships)Name Date of Birth Marital Status Special Needs

Family

Name Date of Birth Marital Status Special Needs

(My Parents and Siblings)

(My Partners Parents and Siblings)Name Date of Birth Marital Status Special Needs

(Grandchildren)Name Date of Birth Marital Status Special Needs

Birth Certificate & Social Insurance Numbers (Write the name of the individual in the far left text box)

Full Name Date of Birth Time of Birth

Location of Birth Insurance Number Additional Details





Nam

e





Nam

eN

ame

Nam

eN

ame

Licenses (Health Card, Drivers License, etc.)

Full Name Health Card # Province

Date of Birth Issued Date Expiry DateNam

e

Full Name Drivers License # Province

Date of Birth Issued Date Expiry Date





Nam

e

Licenses Continued (Health Card, Drivers License, etc.)


Date of Birth Issued Date Expiry DateNam

e







Nam

e

Insurance Policies (Life, Critical Illness, Group, Disability, etc.)

Insurance Policy Type Company Policy #

Coverage Amount Beneficiaries Agent & Contact InfoPolic

y 1


Coverage Amount Beneficiaries Agent & Contact Info







Polic

y 2

Polic

y 3

Polic

y 4

Polic

y 5

Other Insurance Policies (House, Car, etc.)


Coverage Amount Beneficiaries Agent & Contact InfoPolic

y 1





Polic

y 2

Polic

y 3

Assets - Bank Accounts (Chequing, Savings, Joint-Account, etc.)

1Account Type Company Account #





Additional Asset Accounts (RRSP, TFSA, etc)

1

Account Type Investment (Securities, Stocks) Acount #

Amount Beneficiaries Agent & Contact Info

2



3



4



Debts (Credit Cards, Line of Credit, etc.)

1

Debt Type Company Acount #

Amount Interest Rate Agent & Contact Info

2



3



4



Additional Debts (Mortgages)

1

Term of Mortgage Company Acount #


2

Term of Mortgage Company Acount #


Additional Debts (Loans from friends or family)

1Name of Loaner Amount Additional Information

2Name of Loaner Amount Additional Information

Complete Your MASTER LIST - Black Star Wealth

Documents

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