Complete Your MASTER LIST - blackstarwealth.com · Complete Your MASTER LIST Workbook...
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[email protected] Complete Your MASTER LIST Workbook “Confidence comes from being prepared.” - John Wooden
Transcript of Complete Your MASTER LIST - blackstarwealth.com · Complete Your MASTER LIST Workbook...
Complete Your
MASTER LIST
Workbook
“Confidence comes from being prepared.” - John Wooden
The master list is a checklist that highlights important information to have organized in case of an emergency.
On the next page, we’ve put together a list to help you get prepared for anything that comes your way. Use this list as a guideline and make necessary modifications accordingly.
You can photocopy your documents or use the blank documents from this workbook. Make sure it is easily accessible and the people you trust know where to find it.
What is the Master list?
Things to locate LocationBirth 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.)
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
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Nam
e
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
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
Full Name Health Card # Province
Date of Birth Issued Date Expiry Date
Full Name Drivers License # Province
Date of Birth Issued Date Expiry Date
Nam
e
Licenses Continued (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
Full Name Health Card # Province
Date of Birth Issued Date Expiry Date
Full Name Drivers License # Province
Date of Birth Issued Date Expiry Date
Nam
e
Insurance Policies (Life, Critical Illness, Group, Disability, etc.)
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact InfoPolic
y 1
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Polic
y 2
Polic
y 3
Polic
y 4
Polic
y 5
Other Insurance Policies (House, Car, etc.)
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact InfoPolic
y 1
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Polic
y 2
Polic
y 3
Assets - Bank Accounts (Chequing, Savings, Joint-Account, etc.)
1Account Type Company Account #
2Account Type Company Account #
3Account Type Company Account #
4Account Type Company Account #
5Account Type Company Account #
Additional Asset Accounts (RRSP, TFSA, etc)
1
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
2
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
3
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
4
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
Debts (Credit Cards, Line of Credit, etc.)
1
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
2
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
3
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
4
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
Additional Debts (Mortgages)
1
Term of Mortgage Company Acount #
Amount Interest Rate Agent & Contact Info
2
Term of Mortgage Company Acount #
Amount Interest Rate Agent & Contact Info
Additional Debts (Loans from friends or family)
1Name of Loaner Amount Additional Information
2Name of Loaner Amount Additional Information
