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PERSONAL PAPERS
&
DOCUMENT STORAGE

 

Compliments of the law firm of DEACON TAWS

_______________________________________________________________________

PERSONAL INFORMATION:

YOUR NAME


DATE OF BIRTH


SOC. INS. NO.


DRIVER LICENCE NO.


ESTATE TRUSTEE

Name:


Address:


Phone No.:


E-mail:


ESTATE TRUSTEE

Name:


Address:


Phone No.


E-mail:


CAREGIVER FOR PETS

Name:


Address:


Phone No:


E-mail:


ALTERNATE CAREGIVER FOR PETS

Name:


Address:


Phone No:


E-mail:


 

 

STORAGE LOCATIONS:


RESIDENCES

Home:


Cottage:


E-mail:


 

LAWYER

Name:


Address:


Phone No.:


 

ACCOUNTANT

Name:


Address:


Phone No.:


 

BANK

Name:


Address:


Phone No.:



BANK

Name:


Address:


Phone No.:


 

 

PERSONAL PAPERS & PROPERTY:

Type of Document / Storage Location / Date


Will


Power of Attorney


Marriage Certificate


Birth Certificate


Childrens Birth Certificates


Divorce/Separation Papers


Deed of Land


Survey


Insurance


Life Insurance


Car Ownerships


Car Insurance


Boat Ownership


Boat Insurance


Pet Registration Certificates:


Pet Registration Certificates:


Pet Registration Certificates:


Tax Returns


Safe Combination


 

 

BANKING AND FINANCIAL INFORMATION:

Type of Document / Storage Location / Date

Safety Deposit Box


Safety Dep Box Key


Bank Account


Bank Account


Bank Account


Bank Account


Bank Account


Credit Card


Credit Card


Credit Card


Credit Card


Mortgage Document


Loan Document


RRSP Information


Pension Information


Investment Papers


Investment Papers


Mutual Funds


GIC Information


Other securities


 

SPECIAL INSTRUCTIONS:

FUNERAL HOME

Name:


Address:


Phone:



FUNERAL INSTRUCTIONS:



Prepaid Funeral: yes / no


ORGAN DONATION:



SPECIAL BEQUESTS:



SPECIAL INSTRUCTIONS FOR CARE OF PETS:



 

SPECIAL NOTES:



 

If you have any questions, issues or needs arising from the above, please contact us at Admin@deacontaws.com, Phone (705) 526-3791, or Fax (705) 526-2688.

 

 

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