Estate record keeper. Create opportunities for the next generation. Dalpé. Milette. Client(s)

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1 Dalpé DalpéMilette Milette Estate record keeper Create opportunities for the next generation Client(s) Marc Dalpé Tel Jean-Marc Milette Tel

2 Table of contents Personal information...3 Your information Children Other beneficiaries of your will Personal Advisors...4 Your powers of attorney Your spouse / partner s powers of attorney Your professional advisors...4 Doctor Lawyer Accountant Financial advisor Banking contact Important documents / items...5 Your will Your spouse / partner s will Funeral arrangement Cemetery plot Safety deposit box Location of other important documents Accounts...7 Household accounts Bank account information Financial assets...9 Investment account information Other investments (e.g. Canada Savings Bonds, share certificates) Pension plans (DB, DC, DPSP, or group RRSP) Annuities Other assets...11 Valuable personal assets (e.g. cars, art, jewelry, coin collection, etc.) Real Estate...11 Principal residence Other property Business interest Insurance...12 Life insurance (term / whole life / universal) Disability / Critical illness / Long-term care insurance Other insurance (health, home, auto, travel, mortgage, other) Liabilities...14 Loan and credit line information Credit cards

3 Estate planning Estate record keeper 3 Date prepared/updated: Personal information Your information Health Card #: Spouse/partner s Current address: Health Card #: Driver s License #: Social Insurance #: Spouse/partner s Social Insurance #: Children Current address: Current address: Current address: Current address: Other beneficiaries of your will Relationship: Relationship: Relationship: Relationship:

4 Estate planning Estate record keeper 4 Personal Advisors Your powers of attorney Property Personal Care Location: Attorney: Attorney: Your spouse / partner s powers of attorney Property Personal Care Location: Attorney: Your professional advisors Doctor Lawyer

5 Estate planning Estate record keeper 5 Accountant Financial advisor Banking contact Important documents / items Your will Date of last will/codicil: Will location: Executor/Trustee: Executor/Trustee: Phone Number:

6 Estate planning Estate record keeper 6 Your spouse / partner s will Date of last will/codicil: Will location: Executor/Trustee: Executor/Trustee: Phone Number: Funeral arrangement Pre-planned funeral: Yes No Funeral home address: Contact name: Details of other arrangement: Cemetery plot Plot number and location: Location of plot deed: Contact name: Safety deposit box Box 1 location: Box number: Key location: Box 2 location: Box number: Key location: Location of other important documents Your birth certificate: Spouse/partner s birth certificate: Children s birth certificate: Marriage certificate:

7 Estate planning Estate record keeper 7 Citizenship and passports: Social Insurance card: Spouse/partner s Social Insurance card: Health card: Spouse/partner s Health card: Medical records: Income tax returns: Banking records: Investment records: Loans/Mortgage records: Vehicle ownership records: Driver s License: Separation/Divorce Papers: Marriage/Cohabitation/ Separation agreement: Custody/Adoption records: Social Media (logins and passwords): Other (specify): Accounts Household accounts Electricity / Hydro provider: Oil / Gas company: Cable / Satellite provider: Telephone and long distance service provider: Internet service provider: Security monitor provider:

8 Estate planning Estate record keeper 8 Cellular phone service provider: Newspaper: Lawn care / Snow removal provider: Club membership: Membership number: Contact person: Magazine: Other: Bank account information Name of financial institution: Account number Account type Ownership (individual, joint) Name of financial institution: Account number Account type Ownership (individual, joint)

9 Estate planning Estate record keeper 9 Name of financial institution: Account number Account type Ownership (individual, joint) Name of financial institution: Account number Account type Ownership (individual, joint) Financial assets Investment account information (Account type includes cash account, margin account, RRSPs, RRIFs, locked-in accounts, RESPs, annuities) Account type Account type Account type

10 Estate planning Estate record keeper 10 Account type Account type Account type Other investments (e.g. Canada Savings Bonds, share certificates) Item description Location Pension plans (DB, DC, DPSP, or group RRSP) Company name: Employee/Plan number: Company name: Employee/Plan number: Company name: Employee/Plan number: Company name: Employee/Plan number: Annuities Issuing company Issuing company

11 Estate planning Estate record keeper 11 Other assets Valuable personal assets (e.g. cars, art, jewelry, coin collection, etc.) Item description Location Real Estate Principal residence: Purchase date: Purchase price: Owner(s): Deed location: Mortgage: Reference number: Location of mortgage document: Property tax information: Property identifier number: Municipality: Location of rental agent (where applicable): Other property: Purchase date: Purchase price: Owner(s): Deed location:

12 Estate planning Estate record keeper 12 Mortgage: Reference number: Location of mortgage document: Property tax information: Property identifier number: Municipality: Location of rental agent (where applicable): Business interest Company name: Sole proprietor/ Partnership/Corporation: Location of key documents (e.g. shareholder, buy/sell agreements): Company name: Sole proprietor/ Partnership/Corporation: Location of key documents (e.g. shareholder, buy/sell agreements): Insurance Life insurance (term / whole life / universal) Face value: Face value:

13 Estate planning Estate record keeper 13 Face value: Face value: Disability / Critical illness / Long-term care insurance Other insurance (health, home, auto, travel, mortgage, other) Insurer contact number: Insurer contact number:

14 Estate planning Estate record keeper 14 Insurer contact number: Insurer contact number: Insurer contact number: Insurer contact number: Liabilities Loan and credit line information Contact name: Borrower: Details: Contact name: Borrower: Details:

15 Estate planning Estate record keeper 15 Credit cards Name on card: Card number: Name on card: Card number: Name on card: Card number: Name on card: Card number: DalpéMilette Marc Dalpé Portfolio Manager Tel Jean-Marc Milette Director, Business Development Tel Richardson GMP Limited 1250, René-Lévesque Blvd., West Suite 1500 Montréal (Québec) H3B 4W8 Fax: The material provided in this publication is intended for informational purposes only and is not intended to constitute investment, financial, legal or tax advice. This material does not take into account your particular situation and is not intended as a recommendation. It is for general purposes only and you should seek advice regarding your particular circumstance from your personal tax and/or legal advisors. This material is based upon information considered to be reliable, but neither Richardson GMP Limited nor its affiliates warrant its completeness or accuracy, and it should not be relied upon as such Updated January Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited. Richardson GMP Limited, Member Canadian Investor Protection Fund

TABLE OF CONTENTS. Personal information 2. Personal advisors 3. Your professional advisors 3. Important documents / Items 4.

TABLE OF CONTENTS. Personal information 2. Personal advisors 3. Your professional advisors 3. Important documents / Items 4. ESTATE PLANNING ESTATE RECORD KEEPER 1 TABLE OF CONTENTS Personal information 2 Your information2 Children2 Other beneficiaries of your Will2 Personal advisors 3 Your powers of attorney3 Your spouse /