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.