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Contact Information
 
Email
jonathan.allison@rbc.com
 

Branch Management

JONATHAN ALLISON
Vice-President, Branch Manager, Investment Advisor

Windsor

    


 

The Family Inventory is an invaluable tool designed to help families settle a loved one’s estate – without having to hunt around for important documents and information. It helps you gather together, in one place, details concerning assets, accounts, policies, legal contracts – and other information that may be required to settle an estate. It helps:

Identify the location of important documents

Denote the value of various personal assets

Consolidate a record of personal and business investments

Itemize real estate, life insurance and pension plan information

Keep track of Wills and Powers of Attorney


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