Liabilities and Cash Needs
Mortgages
Loans and other debts
Final expenses (burial, taxes, probate, lawyer fees)
Education Fund ($ x yrs. x children)	*
Child/Home care ($ x yrs. x dependents)	*
Other cash needs (emergency fund, bequests, etc.)
Total liabilities and cash needs	*
Amount of money needed to provide income
Gross annual income needed
Partner's income
Annual CPP/QPP benefits
Gross annual income available	*
Annual income shortage/surplus	*
Assumed rate of return (adjust for inflation, if desired)	%
Amount of money needed to meet income shortage	*
Total amount of money required	*
Assets (usable by family/partner)
Cash assets (savings, T_bills, CSBs, etc.)
RRSPs
Stocks, bonds or funds
Principal residence
Real Estate
Total life Insurance (group, personal, mortgage, credit)
Business/farm assets
CPP/QPP death benefit
Other assets (e.g. pension plan death benefit)
Total amount available	*
Total new amount required	*