Checklist for listing financial accounts and assets

Start a good habit of record keeping of your assets need not be difficult. We’ve broken down the key information you will need for each type of the assets. Be it preparing a will, Lasting Power of Attorney or deputyship, or getting a grant of Letter of Administration, this checklist will be helpful to organize your financial information.

Information required for different assets
Types of AssetsInformation Required
House/ Shoplot/ Factory/ Apartment/ Condominium/ Bungalow/ HDB/ Office
  • Land title number
  • Address
  • Ownership
Vacant Land
  • Land title number
  • Location
  • Ownership
Bank Accounts
  • Account number
  • Bank

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About the Author

Timeliss Tiffany

Sharing experiences, stories and lessons about life-planning and beyond

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