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 NOTES: