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SCHEDULE OF ASSETS – SAMPLE

 

The Schedule of Assets is an important document required by the Court when the executor named in your Will applies for the Grant of Probate. A Grant of Probate is a court document authorizing the executor to carry out the duties stated in your Will. Banks and many other authorities require the Grant of Probate before they allow any closing of account or transfer of ownership of your assets. Please keep proper and accurate records of your assets (Schedule of Assets) and update them periodically.

 

Click to download a Sample of The Schedule of Assets. The content in this sample is a mockup and is not extracted from any client or individual. Any coincidence is by chance only.

 

Download Schedule of Assets – Sample

 
You may want to also download the following to prepare a list of important contacts for easy reference and use :
 

Download Essential Contacts & Information – Sample

Download Fact-Finding Form

 
 

Note : Please check your download folder for the downloaded pdf files.

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