Terminal Return & Estate Checklist

• Personal income tax returns for the last 3 years
• Mailing Address
• Notices of Assessment / Reassessment for the past 3 years
• Schedule of unused losses (capital, non-capital, business)
• Copy of Will, death certificate, probate certificate, probate certificate and list of assets submitted for probate.
• Copy of Power of Attorney
• Terminal Return (if already filed)
• T Slips
• Investment Statements – bank and/or broker
• RRSP and RRIF Statements
• Bank Statements
• Documentation on any properties in the trust and activity on those properties
• Documentation on assets or businesses in foreign countries
• CPP death benefit information