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How to generate an Assets and Liabilities List

An Assets and Liabilities List is a summary of a person’s property, finances, debts, and obligations that may form part of their estate.

1. Open the Wills and POAs Form.

2. Click on "Generate documents"

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3.  Select “Assets and Liabilities” for the testator or testators you would like to generate the list for. 

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4. Then click "Generate documents"

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5. The completed documents will appear in the "Generated Documents" section, here you will be able to preview, download, or regenerate the document.

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6.  Here is a preview of the document. Note: Any text highlighted in red indicates a missing field that must be completed before regenerating the document. 

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