MY FINANCIAL STORY AND ESTATE ORGANIZER

Transcription

1 WEALTH ADVISORY SERVICES MY FINANCIAL STORY AND ESTATE ORGANIZER Writing your financial story and organizing your estate is a difficult task. Not only is the process time consuming you are also accepting your mortality. Yet organizing and detailing your estate will significantly reduce the time required to administer your estate. It will also lessen the stress and anxiety on your family and/or executors at a time when they are often emotionally ill-equipped to make financial and legal decisions. Preparing this document is essentially a selfless act of love. Please keep your loved ones in mind while completing this organizer. It will make completing this document more meaningful. Once completed, this document should be stored in a secure location, such as a safety deposit box. You should ensure your executor is aware of the location of this document. This organizer is a fluid document and should be updated for any significant life changes, and reviewed regularly to ensure it is up to date. Included are the following: XXFamily Information XXImportant Documents XXFinancial Information XXInsurance Information XXEmployment Information X XIncome Details X XReal Estate X XFinancial Advisors X XExecutors X XDigital Information X XFuneral Arrangements X XOther Information or Instructions

2 Page 2 Family information MY INFORMATION Full name SIN # Health Card # Driver s Licence # Passport # Birthplace / Citizenship Maiden Name (if APL) MY SPOUSE SIN # Health Card # Driver s Licence # Passport # Birthplace / Citizenship Maiden Name (if APL) MY PARENTS - FATHER MY PARENTS - MOTHER

3 Page 3 Family information (continued) MY SIBLINGS Spouse s Name (if APL) MY SIBLINGS Spouse s Name (if APL) MY SIBLINGS Spouse s Name (if APL) MY CHILDREN Spouse s Name (if APL) MY CHILDREN Spouse s Name (if APL)

4 Page 4 Family information MY CHILDREN Spouse s Name (if APL) MY CHILDREN Spouse s Name (if APL) OTHER CONTACTS Relationship OTHER CONTACTS Relationship

5 Page 5 Important documents MY WILL Prepared by Date of Last Primary Will Date of Last Secondary Will Location of Document PERSONAL POSSESSIONS NOT LISTED IN YOUR WILL - Note: All items should be listed in your will List Recipient and Item POWER OF ATTORNEY - MEDICAL Prepared by Location of Document POWER OF ATTORNEY - PROPERTY Prepared by Location of Document LOCATION OF DOCUMENTS Tax Returns Note - if you made an election for capital property in 1994, that election is required Birth Certificate Marriage Certificate Divorce Agreement Custody/Adoption Records Passport

6 Page 6 Financial information: Assets SAFETY DEPOSIT BOX Location of Key CONTENTS BANK ACCOUNTS BANK ACCOUNTS BANK ACCOUNTS BANK ACCOUNTS BANK ACCOUNTS

7 Page 7 Financial information: Assets (continued) PENSION INFORMATION Payor Location Health Benefits PENSION INFORMATION Payor Location Health Benefits INVESTMENTS INVESTMENTS INVESTMENTS

8 Page 8 Financial information: Assets (continued) INVESTMENTS INVESTMENTS INVESTMENTS INVESTMENTS

9 Page 9 Financial information: Liabilities CREDIT CARDS Name on Card Card # Expiry Date Card Security Code CREDIT CARDS Name on Card Card # Expiry Date Card Security Code CREDIT CARDS Name on Card Card # Expiry Date Card Security Code CREDIT CARDS Name on Card Card # Expiry Date Card Security Code CREDIT CARDS Name on Card Card # Expiry Date Card Security Code LINE OF CREDIT Account # Approximate Amount

10 Page 10 Financial information: Liabilities (continued) LINE OF CREDIT Account # Approximate Amount LINE OF CREDIT Account # Approximate Amount PERSONAL / PRIVATE LOANS Type of Loan Amount of Loan Lendor PERSONAL / PRIVATE LOANS Type of Loan Amount of Loan Lendor

11 Page 11 Insurance information POLICY INFORMATION Type of Insurance Amount of Insurance Policy # POLICY INFORMATION Type of Insurance Amount of Insurance Policy # POLICY INFORMATION Type of Insurance Amount of Insurance Policy # POLICY INFORMATION Type of Insurance Amount of Insurance Policy #

12 Page 12 Insurance information (continued) POLICY INFORMATION Type of Insurance Amount of Insurance Policy # POLICY INFORMATION Type of Insurance Amount of Insurance Policy #

13 Page 13 Employment information EMPLOYER EMPLOYER - SPOUSE EMPLOYER PLANS Registered Pension Group Life Insurance Employee Stock Purchase Employee Stock Option Deferred Profit Sharing Other

14 Page 14 Income details ALIMONY / CHILD SUPPORT ANNUITY REGISTERED PENSION PLAN RENTAL INCOME RENTAL INCOME OTHER (e.g. Foreign Pension) OTHER CPP / QPP Payments OAS Payments

15 Page 15 Real estate PRINCIPAL RESIDENCE Owner(s) Location of Deed MORTGAGE INFORMATION Account Holder(s) Account # PROPERTY TAX Property # Municipality SECONDARY RESIDENCE Owner(s) Purpose (i.e vacation, rental) MORTGAGE INFORMATION Account Holder(s) Account # PROPERTY TAX Property # Municipality

16 Page 16 Financial advisors INVESTMENT AND / OR FINANCIAL PLANNER INVESTMENT AND / OR FINANCIAL PLANNER LAWYER ACCOUNTANT LIFE INSURANCE AGENT BANKER

17 Page 17 Executors EXECUTOR Relationship EXECUTOR Relationship EXECUTOR Relationship

18 Page 18 Digital information COMPUTER INTERNET FACEBOOK LINKEDIN TWITTER BANK ACCOUNTS BANK ACCOUNTS INVESTMENT ACCOUNTS INVESTMENT ACCOUNTS OTHER

19 Page 19 Funeral arrangements FUNERAL Funeral Home Name Funeral Home Cremation or Burial Organ Donor Form Location Other Burial Instructions PEOPLE TO NOTIFY Relationship PEOPLE TO NOTIFY Relationship PEOPLE TO NOTIFY Relationship PREPAID ARRANGEMENTS

20 Page 20 Other information or instructions