Your Estate Directory

If the unforeseen tragedy of death strikes close to home, would your family be able to locate everything required at a moment's notice? We prefer not to consider such matters but the reality is that life is extremely fragile.

Your loved ones deserve to celebrate life instead of dwelling on pain and worrying about complications resulting from their loss.

We would like to introduce you to your personal Estate Directory. Your Estate Directory is a means of alleviating pressure and ensuring your family is in the best possible position when the inevitable occurs.

The Estate Directory securely delivers any and all necessary information safely into the hands of your trusted executor, allowing you the peace of mind of knowing things will go exactly as planned. The Estate Directory ensures that every detail, from a safety deposit box code to all your current legal documents, is available to your beneficiaries. Consider it the emergency phone which mountaineers carry when they face difficult challenges and harsh climates. Each member of the expedition faces countless dangers and carries a satellite phone to make sure they have a chance to communicate with their family no matter what happens.

This is not something you want to leave for another day. It will take less than an hour for the initial appointment. Let us help you ensure that your plan is carried out as you intended: in an organized, one-case Estate Directory.


Get Started with your Estate Directory Today!




The below documents are examples of what should be kept in your Estate Directory

Click on the for more information.

You can also: Download the PDF file of the Estate Directory Checklist or View it in Online.


  • Wills & Power of Attorneys (Personal & Property)
  • Investments (RRSP's, RRIF, LIF, LIRA, RESP's & Non-Registered Investment)
  • Bank Account Information
  • Long Term Care Products
  • Land Ownership Documents
  • Mortgages/Loans and Credit Card Documents
  • Life Insurance/Critical Illness & Disability Documents
  • More Examples