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Russ MacDonaldPassing away is never an easy thing to think about. However, by not planning for your final days, you may cause additional stress to your family and friends, especially at a time when they'll be grieving.

So use this checklist to create a file so that your executor is in the know should the unforeseen happen to you.
  • Vital statistics (self, partner, children and other beneficiaries)
  • Information about Powers of Attorney for financial and personal care
  • Contact details of advisors, accountants, lawyers, and other professionals
  • Location of the original will and partner's will
  • Details about funeral arrangements and cemetery plot
  • Safety deposit box information
  • Other important documents, including: birth certificates; marriage certificates; separation/divorce papers; citizenship and passports; medical records; income tax returns; banking, mortgage, loan, real estate and investment records; vehicle ownership; prenuptial, separation, cohabitation agreements; and custody/adoption records
  • Household accounts (include provider, account number, and contact information), including: bank account information; investment account information; pension plans; annuities; valuable personal assets; real estate; business interests; insurance (life, disability, CI, long-term-care, etc.); loan and credit line information; and credit cards
Also, if you're married or in a common law relationship, both you and your spouse's wills must detail what should happen in the following situations:
  • If your spouse or partner predeceases you
  • If you predecease your spouse or partner
  • If you both die at the same time.
By ensuring that you have these ducks in a row your executor will have a much easier time dealing with your estate at an already difficult time.

-Russ MacDonald
Heritage Insurance Ltd., (306) 631-9738


*****

If you have further questions about Moose Jaw SK life insurance, give Heritage Insurance Ltd a call at (800) 667-7640.
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Heritage Insurance, Ltd.
100A Fairford Street West
Moose Jaw, SK S6H 1V3

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Phone: (306) 693-7640



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