Help your loved ones locate and manage your assets when they need it most. Create a comprehensive list of your financial accounts, property, and important documents.
Bank accounts, credit unions, chequing and savings
Brokerage accounts, RRSPs, TFSAs, pensions
Primary residence, rental properties, land
Vehicles, jewelry, collectibles, art
Companies, partnerships, sole proprietorships
Life insurance, disability, critical illness
Email accounts, cloud storage, domains
Mortgages, loans, credit cards
Anything else of value or importance
Understand that this is an informational document, not a legal instrument.
Choose categories and add details about each asset, including location and access information.
Grant access to your executor, spouse, or other trusted individuals.
Download a PDF summary or share access with your chosen contacts.
Create your estate inventory in minutes and give your loved ones peace of mind.