Knowledge Bank
The Cornerstone ®
Household Directory of Documents

We have all heard them - the horror stories about the confusion that can result from settling the affairs of a loved one who has died. Along with coping with grief, there can be what seems like a million other matters to deal with, from canceling credit cards to assisting executors in handling the estate.

And while most people know and understand the importance of having a will which clearly outlines their final intentions, many of us do not give much thought to the difficulties that can arise for our friends and family members who are left to deal with the tasks that we complete on a daily basis. Without us here to provide the information that we take for granted, such as bank account numbers and the location of important documents, these seemingly simple tasks can become extremely difficult for those responsible for handling our personal and financial affairs when we are gone.

Now think of the difference that it would make to your family members and executors if you could provide this important information to them ahead of time. Instead of wasting precious time searching for missing papers, phone numbers and addresses, they would have everything contained in one place, making their tasks much easier.

With Fiscal Agents' Cornerstone Household Directory of Documents, you can do just that. Using this directory, you can provide a complete personal and financial picture of you, your spouse or partner and family. Covering a wide range of subjects from banking information to details on insurance policies and benefits, this directory could be of unlimited value to those responsible for looking after you and your affairs in years to come.

This directory however, has also been designed to be of use to you right now as well as in the future. As we continue to age, it can become difficult to recall everything that we once knew and while we may not like to admit it, it only makes sense to write down the important stuff and keep it in one place. The Cornerstone Household Directory of Documents can be altered and updated as your life changes to provide a snapshot of your current situation.

Each year in Canada, large amounts of money belonging to estates are left unclaimed simply because there is not enough information available to determine its existence. Without the knowledge that only you can provide, your heirs may be deprived of what you worked hard to obtain and what they are entitled to. When completed by you, the information in this directory will serve as a direct link to all arrangements and investments that you have made.

By using the Fiscal Agents Cornerstone Household Directory of Documents, you can give your loved ones the peace of mind of knowing that they have all of the information that they need, when they need it.