Industrial Alliance Pacific, Insurance and Financial Services


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Life's Turning Points

Keeping Up-To-Date
      Records

Where to Keep
      Your Documents

Sorting Your
      Documents

Making an Inventory
      of Your Property

Distribution of
      Property Upon Death

Will

Executor of
      Your Estate

Probating a Will

Income Taxes

Anticipating Incapacity

Funeral Arrangements

Who to Contact
      in the Event of Death

Formalities in the
      Event of Death

Organ Donations


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Planning Your Estate

Where to Keep Your Documents

At the notary's or lawyer's office

In a safety deposit box

At home

Will
Partnership documents

Mortgages
Bonds
Property deeds
Shares
Contracts
Life insurance contracts
Mandate in anticipation of
incapacity or powers of attorney
Certificate of citizenship
List of insured items

Photocopy of will
Life insurance policies

Personal documents you keep at home should all be stored in the same place and protected against moisture with an oilskin or in a thick plastic envelope.

A metal strongbox is practical, easy to find and can be locked. However, metal offers poor protection against heat. Unless the box is lined with asbestos, the documents contained within will be destroyed in a fire.

This information is presented for information purposes only and should not be considered to be legal or financial advice. For further information, contact a legal or financial advisor.