Personal Information, Assets and Liabilities Checklist
If you’ve used our Will-O-Matic software to create your own legal Will (or Primary / Corporate and Secondary / Non-Corporate Wills), you can download and use this “Personal Information, Assets and Liabilities” checklist to help your loves ones, Estate Trustee and beneficiaries know where your assets are (including online accounts and assets) and have access to them. This checklist comes in .doc format (Microsoft Word compliant) and you can edit (fill in, add, remove) the parts that are applicable to you. Note: this checklist is offered as a guide and may not be comprehensive enough to address your personal situation.
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David Mayzel is a dental lawyer and Co-Founder of this website. He is a trained courtroom lawyer and has spent many years resolving disputes both in and out of court. He knows how to prepare documents and execute transactions in a way that avoids or mitigates legal risks. He presents regularly to Ontario dentists on legal and practice management topics. He can be reached at 416.528.5280 or
david@dentistlawyers.ca.
Michael Carabash is a dental lawyer and the Founder of this website. He is an entrepreneur at heart who helps you see the big legal picture. He drafts clear and effective agreements that protect your rights while promoting your interests. He also presents regularly to Ontario dentists on legal and practice management topics. He can be reached at 647.680.9530 or michael@dentistlawyers.ca.
David and Michael created this website to let dentists make their own professional and comprehensive legal forms in a convenient and cost-effective manner. The best part is that all legal forms come with FREE lawyer review from their law firm DMC LLP
. If you are a dentist and need help to buy / sell a dental practice, lease space, incorporate, deal with employment matters (including associate agreements), and get your Wills and estates in order, contact DMC LLP today. -
