Take a minute to print this out, complete the information and store the document in a safe place:

BANK ACCOUNTS

Name of institution, Address of branch, Account #s

___________________________________________________________

___________________________________________________________

___________________________________________________________

INVESTMENTS

Name of institution, Phone number, Contact name

___________________________________________________________

___________________________________________________________

___________________________________________________________

SAFETY DEPOSIT BOXES

Name of institution, Address of branch, Location of box key

___________________________________________________________

___________________________________________________________

LIFE INSURANCE POLICIES

Insurer, Contact name, Location of policy, Policy #s

___________________________________________________________

___________________________________________________________

DEATH BENEFITS

CPP or Work-related

___________________________________________________________

PENSION ENTITLEMENTS

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

___________________________________________________________

___________________________________________________________

___________________________________________________________

LOCATION & DATE OF CURRENT WILL

____________________________________________________________

CONTACTS:

LAWYER

____________________________________________________________

ACCOUNTANT

____________________________________________________________

EXECUTOR

____________________________________________________________

BANKER

____________________________________________________________

INVESTMENT ADVISOR

_____________________________________________________________

INSURANCE AGENT

______________________________________________________________