Complete this list, store in a safe place and let your heirs know where it is to help settle your estate:

Name:________________________________

Date:_________________________________

Social Insurance:________________________

These items should be in the following locations:

My Will:______________________________
Passport:______________________________

Birth Certificate:________________________
Marriage Certificate:_____________________

Life Insurance:__________________________
Property Insurance:______________________
Group Insurance:________________________
Other Insurance:________________________

Pension Records:________________________ CPP/OAS Records:______________________

Canada Savings Bonds:___________________
Investment Certificates:___________________
RRSPs:_______________________________
Annuities:______________________________ Investment Funds:_______________________
Common Shares:________________________
Other Investments:_______________________

Mortgage Documents:____________________

Property Deeds:__________________________
Property Tax Records:_____________________
Income Tax Records:______________________

Safety Deposit Box:_______________________
Key:___________________________________

Bank Account "A":________________________
Account#:_______________________________

Bank Account "B":________________________
Account #:______________________________

Credit Cards:____________________________

Personal Loan Documents:__________________

Other Important Records:___________________

These advisors need to be contacted in the event of my death:

Lawyer:________________________________
Phone:_________________________________

Life Insurance Agent:______________________
Phone:_________________________________

Business Associates:_______________________
Phone:_________________________________

Stock Broker:____________________________ Phone: _________________________________