Personal Details

Assets and Liabilities

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Required
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Required

Assets

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The current market value of your properties
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The current market value of your vehicles
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Excluding Cash, TFSA, and Retirement Funds
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Estimated value of policies which will payout at your death
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e.g. timeshare, valuables, positive bank balance, etc.

Liabilities

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Estimated value of outstanding loans
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Estimated value of outstanding accounts
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e.g. People you owe money