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 / partner s powers of attorney3 Your professional advisors 3 Doctor3 Lawyer3 Accountant4 Financial advisor4 Banking contact4 Important documents / Items 4 Your Will4 Your spouse / partner s Will5 Funeral arrangement5 Cemetery plot5 Safety deposit box5 Location of other important documents5 Accounts 6 Household accounts6 Bank account information7 Financial assets 8 Investment account information8 Other investments (e.g. Canada Savings Bonds, share certificates)9 Pension plans (DB, DC, DPSP, or group RRSP)9 Annuities9 Other assets 9 Valuable personal assets (e.g. cars, art, jewelry, coin collection, etc.)9 Real estate 10 Principal residence:10 Mortgage:10 Property tax Information:10 Other property:10 Mortgage 10 Property tax information 10 Business interest10 Insurance 11 Life insurance (term / whole life / universal)11 Disability / Critical illness / Long-term care insurance11 Other insurance (health, home, auto, travel, mortgage, other)12 Liabilities 13 Loan and credit line information13 Credit cards13
ESTATE PLANNING ESTATE RECORD KEEPER 2 Date prepared/updated: PERSONAL INFORMATION Your information Health Card #: Current address: Driver s License #: Social Insurance #: Children Current address: Current address: Current address: Current address: Other beneficiaries of your Will Relationship: Relationship: Relationship: Relationship:
ESTATE PLANNING ESTATE RECORD KEEPER 3 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
ESTATE PLANNING ESTATE RECORD KEEPER 4 Accountant Financial advisor Banking contact IMPORTANT DOCUMENTS / ITEMS Your Will Date of last Will/codicil: Will location: Executor/Trustee: Executor/Trustee: Phone Number:
ESTATE PLANNING ESTATE RECORD KEEPER 5 Your spouse / partner s Will Date of last Will/codicil: Will location: Executor/Trustee: Executor/Trustee: 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: Citizenship and passports: Social Insurance card:
ESTATE PLANNING ESTATE RECORD KEEPER 6 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: Other (specify): ACCOUNTS Household accounts Electricity / Hydro provider: Cable / Satellite provider: Oil / Gas company: Telephone and long distance service provider: Internet service provider: Cellular phone service provider: Security monitor provider: Newspaper: Lawn care / Snow removal provider: Club membership: Membership number: Contact person:
ESTATE PLANNING ESTATE RECORD KEEPER 7 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) Name of financial institution: Account number Account type Ownership (individual, joint) Name of financial institution: Account number Account type Ownership (individual, joint)
ESTATE PLANNING ESTATE RECORD KEEPER 8 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 Account type Account type Account type
ESTATE PLANNING ESTATE RECORD KEEPER 9 Other investments (e.g. Canada Savings Bonds, share certificates) 1. Item description Location 2. 3. 4. 5. 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: OTHER ASSETS Valuable personal assets (e.g. cars, art, jewelry, coin collection, etc.) 1. 2. 3. 4. 5. Item description: Location
ESTATE PLANNING ESTATE RECORD KEEPER 10 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: 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):
ESTATE PLANNING ESTATE RECORD KEEPER 11 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: Face value: Face value: Disability / Critical illness / Long-term care insurance
ESTATE PLANNING ESTATE RECORD KEEPER 12 Other insurance (health, home, auto, travel, mortgage, other) Insurer contact number: Insurer contact number: Insurer contact number: Insurer contact number: Insurer contact number:
ESTATE PLANNING ESTATE RECORD KEEPER 13 LIABILITIES Loan and credit line information Contact name: Borrower: Details: Contact name: Borrower: Details: Credit cards Name on card: Card number: Name on card: Card number: Name on card: Card number: Name on card: Card number: 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. Jan. 2014 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