DOCUMENT CHECKLIST |
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PERSONAL DOCUMENTS |
BUSINESS DOCUMENTS |
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| Tax returns (indicate fiscal years) | Tax returns (indicate fiscal years) | ||
| Wills (client and spouse) | Financial statements (indicate fiscal years) | ||
| Trusts | Deferred compensation plan | ||
| Financial statements | Group RRSPs/RRIFs | ||
| Personal/family budgets | Registered Pension Plan (RPP) | ||
| Sale/purchase contracts | Pension or profit-sharing plan | ||
| Life insurance policies | Insurance policies | ||
| Disability insurance policies | Stock option purchase agreement | ||
| Health insurance policies | Buy-sell agreements | ||
| Other insurance policies (specify) | Employment agreement | ||
| Current insurance offers | Employee benefits booklet | ||
| Current investment offers | Articles of incorporation | ||
| Deeds, mortgages, land contracts | Merger/acquisition agreement | ||
| Leases (as lessor or lessee) | Partnership agreement | ||
| Power of attorney/appointment | Company patents | ||
| Separations / divorce / pre-nuptial agreement(s) | Equipment leasing agreement(s) | ||
| Patents / copyrights / royalties | Building leases | ||
| Employee benefit statement | Other (specify) | ||
| Registered Retirement SavingsPlan (RRSPs) | |||
| Brokerage and mutual fund statements | |||
| Other (specify) | |||