Asset Categories

There are four asset categories to choose from - Financial, Personal Effects, Real Estate and Miscellaneous. Within each category there are subcategories - specific asset types you can select.  

• Financial assets are generally monetary accounts such as investment portfolios, banking accounts and RRSPs.
• Personal effects involve specific items you wish to bequest such as antiques, artwork and jewelry.
• Real estate lists properties such as a home, cottage or condo.
• Miscellaneous covers items that don’t fit into any of the above categories such as digital assets, pets and royalties.