You know where to find your important papers and who you deal with, but does anyone else? Complete this list, store in a safe place and let your heirs know where it is to help settle your estate. Ask your spouse and anyone else whose affairs you may have to deal with to complete one, too:

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: ________________________
Accountant: ____________________
Phone: ________________________
Life Insurance Agent: ____________
Phone: ________________________
Business Associates: ______________
Phone: ________________________
Financial Planner: ________________
Phone: ________________________
Stock Broker: ___________________
Phone: ________________________