Having a current list or inventory of what you own, what you owe, and where everything can be found at death is a game changer for your executor.
Everyones' estate is different, in terms of what they own and what they owe.
QE covers 31 different types of financial, real estate, benefit and personal use assets.
Assets can be listed in personal name, in joint name or in corporate name.
QE covers 12 different types of debts including mortgages, credit cards, lines of credit and others. Debts can be listed in personal name, with a joint borrower, or in corporate name.
Clicking the “Inventory” tab on the top toolbar automatically takes you into “Assets”.
where you can add as many of any particular type of asset as you like, e.g. more than one bank account, more than one investment account.
Clicking Debts in the left hand column allows you to add various types of debts and as many mortgages, loans, lines of credit as you like.
Clicking Summary Report in the left hand column generates a list of all your assets and debts.
The sections below provide further instruction on how to add, modify, delete assets and debts. You may print and download details on individual assets and debts as well as the Summary of Assets and Debts.