What This Book Will Do For You And Your Loved Ones:
Provide all your important papers and information in one safe place.
Provide the necessary Powers of Attorney.
Provide a checklist for your survivors to follow in order to ensure that everything is done...
Provide some advice about your Will and the choosing of your executor(s).
Provide an extensive list of the powers and duties of your executor(s).
Allow you to state your wishes as to: Gûá Your funeral and/or cremation Gûá A Celebration of your life Gûá Disposal of your remains Gûá Your Obituary Gûá Organ and/or tissue donation Gûá People to contact regarding your death
Provide important information needed for Income Tax purposes and for locating assets and documents.
Provide necessary information about banking and credit cards
Provide information needed for dealing with the Government.
Leave a list of your passwords, lock combinations, etc.
Provide information for contacting providers of household utilities etc.
Assist in ensuring that your family business is looked after.
Help in understanding various legal terms.
Help your loved ones in dealing with the numerous tasks that they must perform because of your death.
Help to ensure that your heirs do get all the property that you intended.
Give you peace of mind.
Have your family avoid spending thousands of dollars on things that you do not really want.
Make your death easier to handle for those who grieve and handle the inevitable details.
Help to have your life remembered on your terms.
About The Author iWhat This Book Will Do For You and Your Loved Ones . iiForward . viTo My Loved Ones ixAcknowledgements . xCHAPTER ONE . 1Personal Information . 1My Life Story . 5Genealogy . 7CHAPTER TWO . 11Advance Care Planning . 11Power of Attorney for Personal Care . 14Power of Attorney for Property 15CHAPTER THREE . 19Survivor(s) Checklist 18Upon Death . 19Shortly After Death 19After Burial or Other Disposition 20CHAPTER FOUR . 23Last Will and Testament 23Your Will 23Probating Your Will 23Choosing Your Executor(s) 24Heirs 30Sample Last Will and Testament . 31Dying Without a Will 35CHAPTER FIVE 39Funeral and/or Cremation . 39Information for Newspaper Notice 44Organ and/or Tissue Donation 45Information for Eulogy . 46CHAPTER SIX . 47Names, Email Addresses and Phone Numbers of People to Contact when I Die. . 47Names, Address, Email Addresses and Phone Numbers of Business People to Contactwhen I Die. . 50CHAPTER SEVEN . 53Dealing with Certain Property 53Real Estate 53Items in Storage 55Investments, Annuities and RRSP(s) . 55Jewelery 56Artwork 57Business Interests . 57Other Capital Property . 58Royalty Agreement Details 58Partnership Agreement Details 59Shareholder Agreement Details . 59Prenuptial Agreement Details 59Trust Funds . 60Debts that Others Owe to Me . 60CHAPTER EIGHT 63Banking 63Bank Accounts that are not Joint Accounts 63Bank Accounts that are Joint Accounts 64Credit Cards 65CHAPTER NINE . 67Dealing With the Government . 67Cancelling Canada Pension Plan and Old Age Security Benefits . 69Your Survivor May Qualify for a Canada Pension Plan Allowance 70They May Qualify for an Old Age Security Allowance . 70CPP Death Benefit . 70Federal Income Support for Parents of Murdered or Missing Children 71CPP Benefits for Children under the Age Of 25 71Employment Insurance Benefits on Behalf of a Deceased Person . 71Employment Insurance Compassionate Care Benefits . 72Lived or Living Outside of Canada 72Veterans' Benefits . 72Aboriginals Decedents' Estates Benefits 73Quebec Residents . 73CHAPTER TEN 75Income Tax Matters . 75CHAPTER ELEVEN 77Passwords . 77Combinations 78Codes 78Other . 78CHAPTER TWELVE . 79Household Utilities 79CHAPTER THIRTEEN 81Family Business . 81Retaining Necessary Professionals . 83Additional Information . 85Other Reading Material . 89Glossary of Terms . 91
