Make estate settlement faster

 

The Family Inventory Checklist is an invaluable tool designed to help families settle a loved one’s estate – without having to hunt around for important documents and information. It helps you gather together, in one place, details concerning assets, accounts, policies, legal contracts – and other information that may be required to settle an estate. It helps:

  • Identify the location of important documents
  • Denote the value of various personal assets
  • Consolidate a record of personal and business investments
  • Itemize real estate, life insurance and pension plan information
  • Keep track of Wills and Powers of Attorney

Family inventory checklist

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Preparing the next generation for wealth

 

Watch the following video to learn how RBC Wealth Management helped two clients, Dale and Darice, prepare their children for their legacy.