Dear Attendee,
Thank you for signing up for our series. We are so excited to have you be a part of the conversation.
As an attendee, we want to provide you with our master checklist that highlights important information to have when you meet with your executor, lawyer, or other advisors.
In addition, this information is beneficial to have organized in case of an emergency. Make sure it is easily accessible and the people you trust know where to find it.
On the next page, you will find a list to help you get prepared. Use this list as a guideline and make necessary modifications accordingly.
Sincerely,
Wendy and Laroux
Things to locate LocationContact Information
Marital Status
Dependents
Family
Birth Certificates (you, your partner and children under the age of 25)
Social Insurance # (for you and your partner)
Marriage Certificates
Divorce or Separation Documents
Prenuptial or Postnuptial Agreements
Citizenship/Naturalization Papers
Passports
Licenses (Drivers License, Health Card, etc.)
List of all Insurances
List of Assets (Bank Accounts, Investments, etc.)
List of Debts (Mortgage, Credit Cards, Loans, etc.)
Your Will
Master list (Check off the documents you organize in this list, and cross out everything that doesn’t apply.)
Myself
Legal Full Name:
Name commonly used, if different:
Home Address:
Telephone: (H) (B) (Cell)
Email:
Occupation:
Business Address and Phone Number:
Date of Birth/Place of Birth:
Citizenship:
Do you have multiple passports? If yes, please list?
My Partner
Legal Full Name:
Name commonly used, if different:
Home Address:
Telephone: (H) (B) (Cell)
Email:
Occupation:
Business Address and Phone Number:
Date of Birth/Place of Birth:
Citizenship:
Do you have multiple passports? If yes, please list?
Contact Information (Myself)
Myself
Maiden name if applicable:
Marriage contract? (i.e. prenup?) Circle answer: Yes No
If common law, date of beginning of cohabitation:
Cohabitation agreement? Circle answer: Yes No
If divorced, date of divorce:
Divorce judgement? Circle answer: Yes No
Any obligation to former spouse or other dependents? Circle answer: Yes No
If separated, date of separation:
Separation agreement? Circle answer: Yes No
Any obligation to former spouse or other dependents? Circle answer: Yes No
My Partner
Maiden name if applicable:
Marriage contract? (i.e. prenup?) Circle answer: Yes No
If common law, date of beginning of cohabitation:
Cohabitation agreement? Circle answer: Yes No
If divorced, date of divorce:
Divorce judgement? Circle answer: Yes No
Any obligation to former spouse or other dependents? Circle answer: Yes No
If separated, date of separation:
Separation agreement? Circle answer: Yes No
Any obligation to former spouse or other dependents? Circle answer: Yes No
Marital Status
Dependents (Children)
Name Date of Birth Marital Status Special Needs
(Children from current marriage/relationships)
(Children from previous marriage/relationships)Name Date of Birth Marital Status Special Needs
(Children from partners previous marriage/relationships)Name Date of Birth Marital Status Special Needs
Family
Name Date of Birth Marital Status Special Needs
(My Parents and Siblings)
(My Partners Parents and Siblings)Name Date of Birth Marital Status Special Needs
(Grandchildren)Name Date of Birth Marital Status Special Needs
Birth Certificate & Social Insurance Numbers (Write the name of the individual in the far left text box)
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Nam
e
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Full Name Date of Birth Time of Birth
Location of Birth Insurance Number Additional Details
Nam
eN
ame
Nam
eN
ame
Licenses (Health Card, Drivers License, etc.)
Full Name Health Card # Province
Date of Birth Issued Date Expiry DateNam
e
Full Name Drivers License # Province
Date of Birth Issued Date Expiry Date
Full Name Health Card # Province
Date of Birth Issued Date Expiry Date
Full Name Drivers License # Province
Date of Birth Issued Date Expiry Date
Nam
e
Licenses Continued (Health Card, Drivers License, etc.)
Full Name Health Card # Province
Date of Birth Issued Date Expiry DateNam
e
Full Name Drivers License # Province
Date of Birth Issued Date Expiry Date
Full Name Health Card # Province
Date of Birth Issued Date Expiry Date
Full Name Drivers License # Province
Date of Birth Issued Date Expiry Date
Nam
e
Insurance Policies (Life, Critical Illness, Group, Disability, etc.)
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact InfoPolic
y 1
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Polic
y 2
Polic
y 3
Polic
y 4
Polic
y 5
Other Insurance Policies (House, Car, etc.)
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact InfoPolic
y 1
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Insurance Policy Type Company Policy #
Coverage Amount Beneficiaries Agent & Contact Info
Polic
y 2
Polic
y 3
Assets - Bank Accounts (Chequing, Savings, Joint-Account, etc.)
1Account Type Company Account #
2Account Type Company Account #
3Account Type Company Account #
4Account Type Company Account #
5Account Type Company Account #
Additional Asset Accounts (RRSP, TFSA, etc)
1
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
2
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
3
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
4
Account Type Investment (Securities, Stocks) Acount #
Amount Beneficiaries Agent & Contact Info
Debts (Credit Cards, Line of Credit, etc.)
1
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
2
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
3
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
4
Debt Type Company Acount #
Amount Interest Rate Agent & Contact Info
Additional Debts (Mortgages)
1
Term of Mortgage Company Acount #
Amount Interest Rate Agent & Contact Info
2
Term of Mortgage Company Acount #
Amount Interest Rate Agent & Contact Info
Additional Debts (Loans from friends or family)
1Name of Loaner Amount Additional Information
2Name of Loaner Amount Additional Information