savings and Guaranteed Investment Funds

Protecting your estate

Personal inventory of assets

and important documents
To simplify matters for members of a family,
in the event one of them becomes
incapacitated or dies

Desjardins Insurance refers to Desjardins Financial

Security Life Assurance Company.
CAUTION
This document is provided for your convenience and for informational purposes only. It does not constitute advice of any kind.
The general information contained herein is subject to change without notice. You should not rely only on this information for
your tax planning. We strongly suggest that you consult a legal and tax representative to discuss those regulations and how
this information applies to your particular circumstances with regard to your estate plan. Desjardins Insurance shall not be
held responsible for any unwanted tax liability.
Table of contents
Section 1 Personal information.................................................................................................. 2

Section 2 Professional representatives and location of documents

Professional representatives.....................................................................................................3
Location of documents............................................................................................................3

Section 3 Legal documents

Will.........................................................................................................................................4
Executor/administrator for the estate.......................................................................................4
Living will................................................................................................................................4
Funeral arrangements..............................................................................................................4
Marriage / Civil union / Common-law relationship contract.....................................................5
Separation or divorce decree...................................................................................................5
You are a widow(er)................................................................................................................5
Birth certificate........................................................................................................................5
You were not born in Canada.................................................................................................5

Section 4 Personal documents

Life insurance and critical illness insurance policies..................................................................6
Investments.............................................................................................................................6
Credit cards.............................................................................................................................7
Debit cards..............................................................................................................................7
Damage insurance contracts....................................................................................................8
Income tax returns..................................................................................................................8
Online services accounts..........................................................................................................8

Section 5 Debtors, debts and financial obligations

Debtors (persons or organizations)........................................................................................10
Debts and financial obligations..............................................................................................10

Section 6 Home and other real estate property

Personal residence.................................................................................................................11
Income property ...................................................................................................................11
Secondary residence..............................................................................................................12

Section 7 Other personal effects.............................................................................................. 13

NOTE
The masculine gender is used occasionally and only when necessary for readability purposes, with no discrimination intended.

1
 Section 1 Personal information
Client
First and last names at birth:

Date of birth: MM / DD / YYYY Social insurance number:

Address:

Phone number: Cell phone number:

Email:

Marital status: Single Married Civil union Common-law No longer living with partner Legally separated
Divorced Widowed

Spouse
First and last names at birth:

Date of birth: MM / DD / YYYY Social insurance number:

Address (if different):

Phone number: Cell phone number:

Email:

Childs

Childs first and last names at birth Date of birth Social insurance number

2
Section 2 Professional representatives and
location of d
ocuments

Professional representatives
Notary

Name: Telephone number:

Address:

Lawyer

Name: Telephone number:

Address:

Accountant

Name: Telephone number:

Address:

Physician

Name: Telephone number:

Address:

Financial representative

Name: Telephone number:

Address:

Location of documents
Safe or safety deposit box: Yes No
Location of key:

Financial institution:

Box number:

Location of document originals:

Location of document copies:

Other:

3
 Section 3 Legal documents
Will Yes No

Date of last will: MM / DD / YYYY

Location of will (or copy):

Will notarized/drawn up by a notary: Yes No

Name: Telephone number:

Address:

Executor/administrator for the estate

Name: Telephone number:

Address:

Name: Telephone number:

Address:

Name: Telephone number:

Address:

Alternate executor/administrator

Name: Telephone number:

Address:

Living will1 Yes No

Date of living will: MM / DD / YYYY

Location of original or copy of the living will:

Living will drawn up by a lawyer: Yes No

Name: Telephone number:

Address:

Funeral arrangements
Instructions for the funeral: Yes No

Next-of-kin will handle funeral arrangements: Yes No

Remains to be prepared for: open-casket viewing burial cremation

Other details:

Instructions are detailed: in the will in another document located:

1
Also known as Mandate in Case of Incapacity/Inability, and Durable or Health Care Power of Attorney, depending on your province of residence.

4
Funeral arrangements (contd)
Pre-arranged funeral contract: Yes No
Funeral home
Name: Telephone number:

Address:

Location of documents:

Marriage / Civil union / Common-law relationship contract

Marital status: Married Civil union Common-law
Date of marriage, civil union or start of common-law relationship: MM / DD / YYYY

Location of contract:

Matrimonial regime: Partnership of acquests Separation as to property Community of property

Contract drawn up by a lawyer: Yes No

Name: Telephone number:

Address:

Separation or divorce decree

No longer living with partner Legally separated Divorced
Date of separation or decree: MM / DD / YYYY

Location of decree:

You are a widow(er)

Date of spouses death: MM / DD / YYYY

Death certificate on hand: Yes No

Location of spouses death certificate:

Birth certificate
Location of birth certificate:

Location of childs/childrens birth certificate(s):

Location of the adoption order for:

You were not born in Canada

Location of citizenship certificate:

Other information:

5
 Section 4 Personal documents
Life insurance and critical illness insurance policies
Broker or representative
Name: Telephone number:

Address:

Insurer: Policy number:

Insurer: Policy number:

Insurer: Policy number:

Group insurance:

Loan insurance:

Location of life insurance policies:

Accidental death:

Life insurance coverage under the provisions of a credit card contract: Yes No
Issuer:

Life insurance coverage as a club member (e.g.: CAA): Yes No

Issuer:

Life insurance coverage as a member of another organization or association: Yes No

Issuer:

Investments and bank accounts

Bank Accounts: Yes No

Other Investments: Yes No

Financial institution or company
Name of contact person: Telephone number:

Address:

Account number:

Category:
(RRSP, TFSAs, RRIF, LIRA, LIF, savings,
chequing, mutual funds, etc.):

6
Investments and bank accounts (contd)
Financial institution or company
Name of contact person: Telephone number:

Address:

Account number:

Category:
(RRSP, TFSAs, RRIF, LIRA, LIF, savings,
chequing, mutual funds, etc.):

Financial institution or company

Name of contact person: Telephone number:

Address:

Account number:

Category:
(RRSP, TFSAs, RRIF, LIRA, LIF, savings,
chequing, mutual funds, etc.):

Location of bank books, bank teller cards and chequebooks:

Location of investment documents and records:

Credit cards
Issuer: Number:

Issuer: Number:

Issuer: Number:

Debit cards
Issuer: Number:

Issuer: Number:

Issuer: Number:

7
 Section 4 Personal documents
Damage insurance contracts
Home
Insurer: Telephone number:

Address:

Automobile
Insurer: Telephone number:

Address:

Other
Insurer: Telephone number:

Address:

Income tax returns

Accountant
Name: Telephone number:

Address:

Location of previous income tax returns:

Online services accounts

Email
Email address:

User name and password:

Email address:

User name and password:

Email address:

User name and password:

8
Online services accounts (contd)
Social networks

Account 1 Close the account? Yes No

User name and password:

Account 2 Close the account? Yes No

User name and password:

Account 3 Close the account? Yes No

User name and password:

Online banking services

Financial institution:

Credentials and password:

Financial institution:

Credentials and password:

Financial institution:

Credentials and password:

9
 Section 5 Debtors, debts and financial obligations
Debtors (persons or organizations)
Debtor
Contact person: Telephone number:

Address:
Debtor
Contact person: Telephone number:

Address:
Debtor
Contact person: Telephone number:

Address:

Location of related documents:

Debts and financial obligations

Line of credit Yes No
Financial institution: Account number:
Life insurance Yes No
Location of contract:

Personal loans Yes No

Financial institution: Account number:
Life insurance Yes No
Location of contract:

Personal loans Yes No

Financial institution: Account number:
Life insurance Yes No
Location of contract:

Personal debt Yes No

Name of creditor: Telephone number:
Address:
Location of document:

10
Section 6 Home and other real estate property
Personal residence
Tenant Yes No
Owner: Telephone number:

Address:

Location of lease copy:

Sole owner of a home Yes No

Joint owner of a home Yes No

Name of co-owner: Telephone number:

Address:

Location of purchase contract and other documents:

Mortgage on this property Yes No

Financial institution or company: Account number:

Life insurance Yes No

Disability insurance Yes No

Location of contract:

Income property
Sole owner of an income property Yes No

Joint owner of an income property Yes No

Name of co-owner: Telephone number:

Address:

Location of contract and other documents (leases, etc.):

Mortgage on this property Yes No

Financial institution or company: Account number:

Life insurance Yes No

Disability insurance Yes No

Location of contract:

11
 Section 6 Home and other real estate property
Secondary residence
Sole owner of a secondary residence Yes No

Joint owner of a secondary residence Yes No

Name of co-owner: Telephone number:

Address:

Location of purchase contract and other documents:

Mortgage on this property Yes No

Financial institution or company: Account number:

Life insurance Yes No

Disability insurance Yes No

Location of contract:

12
Section 7 Other personal effects
Inventory

Item (car, jewellery, art, etc.) Location

Important documents
Location
(credit cards, passport, health insurance card, etc.)

13
Choosing Desjardins
is choosing Desjardins Group, the largest cooperative financial group
inCanada, whose financial stability is recognized by the following
credit ratings which are comparable, if not superior to those of five
largest Canadian banks and insurance companies:

Standard and Poors A+

Moodys Aa2
Dominion Bond Rating Service AA
Fitch AA-

desjardinslifeinsurance.com

Desjardins Insurance refers to Desjardins FinancialSecurity

Life Assurance Company.
05081E02 (15-03)

This document was printed on Cascades Rolland Enviro100 paper.