As a licensed Life, Accident and Sickness insurance broker in Atlantic Canada, I have come across many cases where people have passed away without anything written down on the whereabouts of important personal information. Sometimes this happens without even a Final Will being found. This workbook is designed to guide you through all the important information one should document and leave for the
person responsible for handling all of your affairs. This workbook does not replace the need for a Final Will and Testament, Living Will and/or Power of Attorney. Please also be aware that this workbook is not intended to provide legal or accounting advice, as I am not licensed in either of these fields. I am an insurance broker who happens to be organized and caring. There are other similar books on the market, and there are financial planners and insurance companies that also provide little booklets to fill out on this topic - but I haven’t yet found a book that puts it all together in one place, so I decided to create one. Since this workbook contains all your personal information, I highly recommend keeping it in a safe or lock box once it is completed and making sure the Executor has a key or access code when the time comes. Please don’t let this exercise scare you. There is no age for death or illness - it can happen at any time. Therefore, it’s our responsibility to be prepared. This completed workbook will allow your Executor and loved ones the peace of mind and time to grieve, not the burden of managing
your unprepared departure. In the meantime, live each day to the fullest and be grateful for the present moment-because tomorrow is not promised!