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Estate Planning Financial Summary Organizer

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BANK ACCOUNTS
Name of institution, Address of branch, Account #s

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INVESTMENTS
Name of institution, Phone number, Contact name

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SAFETY DEPOSIT BOXES
Name of institution, Address of branch, Location of box key

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LIFE INSURANCE POLICIES
Insurer, Contact name, Location of policy, Policy #s

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DEATH BENEFITS
CPP or Work-related

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PENSION ENTITLEMENTS
CPP, OAS, Work pensions, RRSPs, RRIFs, Other annuities

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LOCATION & DATE OF CURRENT WILL

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CONTACTS:

LAWYER

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ACCOUNTANT

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EXECUTOR

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BANKER

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INVESTMENT ADVISOR

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INSURANCE AGENT

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