EXECUTOR S GUIDE FAMILY INFORMATION PERSONAL INFORMATION

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1 RON GRAHAM AND ASSOCIATES 100, Street,Edmonton, Alberta T5H 3E8 Telephone (780) Facsimile (780) EXECUTOR S GUIDE FAMILY INFORMATION Executors look after the administration of your estate. They will need to know what assets you have and where they can be found. If you keep this family information up to date and let your executor know where it is, you will make their job much easier. You may want to keep a copy of your will with this document. A copy of your recent investment statements and tax returns will be helpful to your executor. PERSONAL INFORMATION Your Name: S.I.N: Date of Birth: Place of Birth: Spouse s Name: Date of Birth: S.I.N: Place of Birth: Dependents S.I.N.: Date of Birth: Place of Birth: S.I.N.: Date of Birth: Place of Birth: S.I.N.: Date of Birth: Place of Birth: S.I.N.: Date of Birth: Place of Birth: S.I.N.: Date of Birth: Place of Birth: 1

2 PROFESSIONAL ADVISORS Accountant Firm: Phone #: ( ) Fax #: ( ) Lawyer Firm: Phone #: ( ) Fax #: ( ) Investments Firm: Phone #: ( ) Fax #: ( ) Banking Firm: Phone #: ( ) Fax #: ( ) 2

3 LOCATION OF OTHER IMPORTANT DOCUMENTS Your Birth Certificate: Spouse s Birth Certificate: Children s Birth Certificates: Citizenship & Passport Papers: Marriage Certificate: Pre-Nuptial/Cohabitation Papers: Separation/Divorce Papers: Custody/Adoption Papers: Medical Records: Physician s Name: Physician s Name: Phone #: Phone #: Wills, Powers of Attorney, Personal Directives: Insurance Policies: Income Tax Returns: Appraisals of Personal Property: Trust Agreements: Investment Certificates: Business Papers: 3

4 BANK ACCOUNT INFORMATION 1. Name of Financial Institution: Address: Account # and Ownership*: Value $ 2. Name of Financial Institution: Address: Account # and Ownership*: Value $ 3. Name of Financial Institution: Account # and Ownership*: Value $ Safety Deposit Boxes Box 1 Location: Key Location: Contents: Box 2 Location: Key Location: Contents: Bank Machine Cards 1. Issuer: Card #: *Indicate whether the account is held in single name, joint tenancy with right of survivorship or tenancy in common. 4

5 CREDIT INFORMATION Note: Include all bank liabilities - e.g. mortgage, credit line, demand loans, etc. 1. Name of Financial Institution: Contact Name: Address: Reference #: Phone #: ( ) Loan Amount $: Borrower: 2. Name of Financial Institution: Contact Name: Address: Reference #: Phone #: ( ) Loan Amount $: Borrower: 3. Name of Financial Institution: Contact Name: Address: Reference #: Phone #: ( ) Loan Amount $: Borrower: Credit Cards 1. Issuer: Card #: Expiry Date: Credit Limit $: 2. Issuer: Card #: Expiry Date: Credit Limit $: 3. Issuer: Card #: Expiry Date: Credit Limit $: 4. Issuer: Card #: Expiry Date: Credit Limit $: 5

6 INVESTMENT ACCOUNTS 1. Firm: Type*: Ownership Type**: Account #: Value $: 2. Firm: Type*: Ownership Type**: Account #: Value $: 3. Firm: Type*: Ownership Type**: Account #: Value $: 4. Firm: Type*: Ownership Type**: Account #: Value $: 5. Firm: Type*: Ownership Type**: Account #: Value $: *Include cash accounts, margin accounts, annuities, etc. **Indicate whether held in single name, joint tenancy with right of survivorship or tenancy in common. 6

7 REGISTERED ACCOUNTS 1. Firm: Type*: Beneficiary: Account #: Value $: 2. Firm: Type*: Beneficiary: Account #: Value $: 3. Firm: Type*: Beneficiary: Account #: Value $: 4. Firm: Type*: Beneficiary: Account #: Value $: 5. Firm: Type*: Beneficiary: Account #: Value $: *Include RSPs, RIFs, LIRAs, Locked-In RSPs, LIFs, LRIFs, PRIFs, RESPs, annuities, etc. 7

8 BUSINESS INVESTMENTS - PRIVATE CORPORATIONS 1. Company Type*: % Interest Held: Location of Documents: Legal Counsel: 2. Company Type*: % Interest Held: Location of Documents: Legal Counsel: 3. Company Type*: % Interest Held: Location of Documents: Legal Counsel: *sole proprietorship, partnership, corporation, etc. 8

9 REAL ESTATE Principal Residence Address: Title Held By: Deed Location: Date of Purchase: Mortgage Held By: Purchase Price $: Current Market Value $: Other Property 1. Address: Date of Purchase: Title Held By: Deed Location: Mortgage Held By: Purchase Price $: Current Market Value $: 2. Address: Date of Purchase: Title Held By: Deed Location: Mortgage Held By: Purchase Price $: Current Market Value $: 9

10 PERSONAL ASSETS (e.g. cars, jewelry, art, etc.) Item Description Value $ Location Intended Beneficiary

11 LIFE INSURANCE Individual Coverage 1. Issuer: Insured: Agent s Name: Insurance Type: Face Value $: Policy #: Cash Surrender Value $: Beneficiary: Death Benefit: Contract Location: 2. Issuer: Insured: Agent s Name: Insurance Type: Face Value $: Policy #: Cash Surrender Value $: Beneficiary: Death Benefit: Contract Location: Group Coverage 1. Issuer: Insured: Agent s Name: Insurance Type: Face Value $: Policy #: Cash Surrender Value $: Beneficiary: Death Benefit: Contract Location: 2. Issuer: Insured: Agent s Name: Insurance Type: Face Value $: Policy #: Cash Surrender Value $: Beneficiary: Death Benefit: Contract Location: 11

12 OTHER LIFE COVERAGE (e.g. travel insurance, credit cards, etc.) Issuer: Insurance Type: Death Benefit: Insured: Policy #: Contract Location: HEALTH INSURANCE Your Health Card #: Spouse s Health Card #: Location: Location: Group Health Insurance 1. Insurance Company: Contact Name: Group: Coverage for: 2. Insurance Company: Contact Name: Group: Coverage for: 12

13 PRIVATE DISABILITY INSURANCE 1. Insurance Company: Contact Name: Coverage Type/Person Insured: Coverage $: Annual Premium $: Benefit Period: Policy #: 2. Insurance Company: Contact Name: Coverage Type/Person Insured: Coverage $: Annual Premium $: Benefit Period: Policy #: CRITICAL ILLNESS / DISABILITY INSURANCE 1. Insurance Company: Contact Name: Certificate/Policy #: Annual Premium $: Coverage Type/Person Insured: Coverage $: Benefit Period #: 2. Insurance Company: Contact Name: Certificate/Policy #: Annual Premium $: Coverage Type/Person Insured: Coverage $: Benefit Period #: 13

14 OTHER INSURANCE (e.g. mortgage, credit cards, etc.) 1. Insurance Company: Coverage for: Coverage $: Policy #: Contract Location: PROPERTY INSURANCE (home/auto/other) 1. Property Description: Insurance Company: Contact Name: Policy #: Contract Location: 2. Property Description: Insurance Company: Contact Name: Policy #: Contract Location: 3. Property Description: Insurance Company: Contact Name: Policy #: Contract Location: PRE-PLANNED FUNERAL Funeral Home: Contact Name: Details: Cemetery Plot: Plot Location: Deed Location: 14

15 YOUR WILL Date of Last Will/Codicil: Lawyer: Will Location: Executor(s)/Trustee(s): Beneficiaries Will Instructions/Special Clauses: 15

16 YOUR SPOUSE S WILL Date of Last Will/Codicil: Lawyer: Will Location: Executor(s)/Trustee(s): Beneficiaries Will Instructions/Special Clauses: 16

17 POWER OF ATTORNEY Location: Powers Given To: Type: Lawyer: YOUR SPOUSE S POWER OF ATTORNEY Location: Powers Given To: Type: Lawyer: PERSONAL DIRECTIVE Location: Powers Given To: Type: Lawyer: YOUR SPOUSE S PERSONAL DIRECTIVE Location: Powers Given To: Type: Lawyer: 17

18 NOTES (please indicate any other pertinent information e.g. child support, any other outstanding debts, trusts, etc.) 18