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→Step 6. List the assets and liabilities
* '''Life insurance:''' Begin claims on life insurance policies including group insurance or other plans.
* '''Wages and benefits:''' Contact the will-maker’s employer to verify any income owing and to determine any benefits to which the spouse or family may be entitled.
* '''Government benefits:''' Contact [httphttps://www.esdc.gccanada.ca/en/services/benefits/publicpensions/cpp/cancel-cpp.page html Canada Pension Plan and Old Age Security] to cancel pension benefits. Establish whether any surviving spouse or children are eligible for survivor or continuing benefits.
* '''Investments:''' Locate all original investment certificates, stocks, or bonds, and obtain the market value as of the date of death.
* '''Real estate:''' List all real estate that the will-maker owned alone or with others. List any mortgages. Have appraisals done, as of the date of death, on any properties that were not jointly owned.