Testamentary Will - A document that lets you tell the world whom will receive your assets. Die without one and the government decides who gets what without regard to your wishes or your beneficiary's needs.
Business Interest Documents - Do you own a business? These documents include partnership agreements and articles of incorporation as well as other documents relating to your business ownership.
Buy/Sell Agreements - Are legally binding agreements between co-owners of a business that dictate the situation if a co-owner dies or otherwise leaves the business.
Government Benefit Documents - Current statements of Canada Pension Plan, Old Age Security, or any benefits being paid to you by the government should be kept in your Estate Directory.
Pension Documents - Do you receive a pension from a previous employer? A current statement should be found in your Estate Directory.
Group Benefits - A summary of benefits coverage or a group booklet should be kept in your Estate Directory.
Final Arrangements - Prearranged funeral? Plot arrangements? It is very important that these documents be included in your Estate Directory.
Name and Contact Information - An emergency contact information page will be part of your Estate Directory and will include emergency contacts such as family, friends, doctors, lawyers, accountants, financial advisers or insurance agents, and anyone else you would want notified in the event of an emergency or death.
Intellectual Passwords - Passwords for accounts like Facebook, Linkedin, or other social media.
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