Make an inventory of your personal assets, digital assets and important documents using the short or long form of the guide. Help your liquidator or mandatary avoid time-consuming searches by letting them know the location of your assets and important documents.
Inform those closest to you
Let them know about your bank accounts, credit cards, insurance policies, investments, pension plans, debts, safety deposit boxes, contracts, legal documents, social media accounts, photos, etc.
This inventory will be used, in particular, by your estate liquidator or your mandatary in case of incapacity. A patrimonial inventory can also be used for redistribution of assets following separation or divorce, for example. Such a document would also be very useful in the event of an insurance claim, fire or other tragic event.
To ensure you don’t miss anything, consult a notary who will execute your notarized inventory or review it and attach it to an act of deposit. In either case, the notary will keep your inventory safe in their notarial records (fireproof vault). This protects the document from theft and destruction. In addition, the notary will register your inventory with the Chambre des notaires du Québec, which will greatly facilitate your liquidator’s or mandatary’s eventual search.
Download the form
(For optimal use of this document, please download the latest version of Adobe Acrobat Reader DC)
Periodic updating: The inventory must be updated periodically to reflect your financial and personal situation.
N.B.: Be very careful with sensitive information that could facilitate identity theft or fraud. The inventory and schedule must be kept in a secure place (notary’s vault, safety deposit box or safe). The schedule containing passwords should not be kept in the same place as the patrimonial inventory.
