Fiscal Agents Knowledge Bank

Notice: Fiscal Agents Financial Services Group are not engaged in rendering tax, accounting or legal professional services or advice. The comments in this Executive Notes are not intended, nor should they be relied upon, to replace specific professional advice. Before acting on material contained herein. Readers should seek advice that is appropriate to their personal circumstances from a professional advisor.

We gratefully acknowledge the contribution of this article from Trimark Investment Management Inc.

Experts Consulted: Trimark would like to thank the following individuals for their assistance in preparing this brochure:

� Robert D. Finlayson, partner, Smith Lyons, Barristers Solicitors

� Gilles Leclerc, partner, Desjardins Ducharme Stein Monast, Barristers & Solicitors

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Fiscal Agents
Why You Need an Estate Plan - 10 Simple steps

Step 8
Keep track of Accounts and Important Information

One the most difficult roles for an executor and family members is gathering the information required to settle the estate. Take this concern away. Centralize all household information from birth certificates, passports and other legal documents, to bank accounts and insurance policy numbers, to day-to-day long distance phone companies and hydro. Once you have documented your important information, put a copy in a safe place and let someone close to you know where it is.