A big title for an invaluable publication!
Do you have concerns about the state of your personal financial record keeping? Why not invest some time in some peace of mind, with our free-to-download, all-in-one, interactive journal for your most important records.
Fiscal Agents is proud to offer our Estate and Planning Organizer – a free useful tool for anyone who understands the importance of keeping clear and concise records that, when completed, will be invaluable to you, your family members and loved ones, including the executors of your estate.
Every year in Canada, large amounts of money belonging to estates are left unclaimed – simply because there is not enough information available to determine its details, let alone its existence.
Once downloaded, our publication will reside on your computer completely under your control, remaining private and confidential for your own purposes. It can be printed or shared with family members or legal / accounting professionals, however you decide.
Inside, you’ll find thoroughly-categorized segments for your asset records, the contact information of your family members, as well as legal and financial advisors. You can edit it at any time, print it, or distribute it if desired (just be sure to store it securely with your other confidential documents) – the primary purpose is that all the information that your surviving spouse or family members have is in a singular companion document to your Will. It’s not a legal document and will not substitute for professional legal or estate planning advice, however, consider how important it is in helping your family members and executors if you could provide this type of important information ahead of time. Instead of the anxiety that comes with searching for missing papers, contact names, phone numbers and addresses, they could have everything they need in one place, making their tasks much more accessible and less stressful.
Also provided as an addendum, the organizer includes a check box listing the general duties of being an executor – the responsibilities and obligations, along with a general 10-step estate plan guide.
Seeking further advice: A legal Will requires careful planning to ensure all essential matters are covered. We recommend you have the contents reviewed periodically and discussed with a qualified advisor, or team of advisors to incorporate any changes in your personal circumstances.
Note: The information provided in the publication is subject to any legal copyright, and its content may change without notice.
