Administering an Estate Worksheet

This questionnaire is designed to help us to determine what estate administration documents the estate
will require and to provide us with the information necessary to complete those forms. It is also designed
to provide you with a list of the Estate assets.

When you are ready, we invite you to contact a Houser Henry & Syron legal advisor who can discuss the
worksheet with you and your next steps. You can reach our firm at 416.362.3411 or
info@houserhenry.com.All of your answers and information will be kept strictly confidential.

Estate Information
Name of the Deceased:

(also known as):

Date of birth:

Date of death:

Place of death:

Occupation:

Marital Status:

Name of Spouse:

Residence at time of death:

Date of Last Will:

Name and Location of funeral home –

arrangements for payment of fees:

Contact:

Telephone:

Fax:

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Estate Trustee(s) named in the Will:

Name:

Occupation:

Address:

Telephone - Home:

Telephone - Work:

Telephone - Cell:

Email:

Relationship:

Name:

Occupation:

Address:

Telephone - Home:

Telephone - Work:

Telephone - Cell:

Email:

Relationship:

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Beneficiaries: (If additional space is needed please attach a separate page)

Name:

Address:

Telephone - Home:

Telephone - Work:

Telephone - Cell:

Email:

Relationship:

Name:

Address:

Telephone - Home:

Telephone - Work:

Telephone - Cell:

Email:

Relationship:

Name:

Address:

Telephone - Home:

Telephone - Work:

Telephone - Cell:

Email:

Relationship:

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Assets

Please complete the following questionnaire as best you can. Where you are asked to provide a
value, please provide the actual amount or your best estimate as of the date of death.

Safety Deposit Box(es):

Registered Name: Location of Key: Inventory:

Real Estate:

Principal Residence

Street Address:

Legal Description:

Property Identification Number

Registered Owners:

Assessment Roll Number

Mortgage Particulars including its

actual value:

Insurance Company:

Is coverage adequate?

Fair Market Value:

What is to be done with residence?

Secondary Residence

Street Address:

Legal Description:

Property Identification Number

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Registered Owners:

Assessment Roll Number

Mortgage Particulars:

Insurance Company:

Is coverage adequate?

Fair Market Value:

What is to be done with residence?

Life Insurance:

Individual Coverage

Name of Insurance Company:

Policy Number:

Face Value:

Beneficiary Designation:

Group Coverage

Employer’s Name:

Address:

Contact:

Telephone:

Fax:

Email:

Policy Number:

Face Value:

Beneficiary Designation:

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Bank Accounts:

Name of Bank:

Branch Location and Transit

Number:

Account Type and Number:

Account Balance:

Owner:

Name of Bank:

Branch Location and Transit

Number:

Account Type and Number:

Account Balance:

Owner:

Which Bank will be used for Estate’s bank account?

Stocks and Bonds:

Registered Name: Location or contact Details Including Number of Units:

info of agent: Account Number(s):

Are they to be cashed in or transferred?

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Household Items:

Items to be Specifically Distributed:

Total Value of Remaining Items or

Valuation Needed:

Remaining Items to be Divided or

Sold:

Vehicles (Automobiles, Boats, etc.):

Description:

Vehicle Identification Number:

Value:

Insurance Company:

Is coverage adequate?

What is to be done with the vehicles?

Did the deceased have a driver’s

license?

Pension Plans, RRSPs, etc.:

Description:

Value:

Account Number:

Named Beneficiary (if any):

Old Age Security (OAS):

Was the deceased receiving OAS?

Last cheque received:

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Notification of death completed?

Canada Pension Plan (CPP):

Was the deceased receiving or contributing to

CPP?

Last Cheque Received:

Notification of Death Completed?

Is Surviving Spouse Entitled to Benefits?

Spouse’s Full Name, including Name at Birth:

Date and Place of Birth:

Date and Place of Marriage:

Spouse’s SIN:

Debts

Creditor: Amount: Details:

Is it necessary to advertise for creditors?

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Your Administration of the Estate

What are your administration goals?

Do you have any specific questions with respect to the contents of the will?

Is there any estrangement or tension within the family? If so, please describe.

Thank you for completing this worksheet. © HHS 2015

145 King St. W, Suite 2701, Toronto, Ontario, Canada M5H 1J8 | 416.362.3411 | www.houserhenry.com