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Fill in each
blank with as much information as possible. It is always better to
have too much data to sort through as opposed to having not enough.
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Use pencil
to fill in the required information. Some of the answers that you
provide now are likely to change as time goes by. |
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When completed,
give a copy of this directory to the executor(s) of your estate as
well as to a family member whom you trust to assist you with your
financial and personal affairs. |
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Remember
that this directory can not be used in any way as a legal document
or as part of a will or method of distributing any family assets.
It is important for everyone to make a will that clearly outlines
his or her wishes and intentions. |
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This directory
can be of use in any type of family including blended families. In
the case of blended families, each spouse may wish to complete a copy
of this directory, to be kept separate, pertaining to his or her family
members. |
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If you find
that you require additional space to complete your answers for a particular
section, visit the Fiscal Agents web site at www.fiscalagents.com
to print additional pages of the required section. |
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It is a good
idea to review the contents of this directory on an annual basis to
ensure that the information you have provided is complete and up-to-date.
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You may wish
to provide each of your children with a copy of this directory when
completed. Make sure that any copies that you give out are replaced
when changes are made to your original directory. |
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To be of
greater use to you, we have made this directory available on our website
at www.fiscalagents.com in two formats: a Word 97 document that can
be downloaded, edited and saved, and an Acrobat PDF document that
can be printed. With the downloaded version, information can be filled
in, changed when needed and saved on your computer for easy access.
The printed version of the directory can be filled out, changed when
required and stored for safekeeping. |
Knowledge Bank
