We also provide mortgages, banking and lending solutions.
Our Client Families
Here is an example of the documents that will be found in your Estate and Personal Care Organizer:
- Wills Power of Attorneys
- Life Insurance/Critical Illness and Disability Insurance documents
- Investments, RRSPs, RRIFs, TFSAs, LIFs, LIRAs, RESPs and Non-Registered Investments
- Bank Account Information
- Land Ownership Documents
- Mortgages, Loans and Credit Card Documents
- Funeral instructions
- Important Contact Information – Financial Advisor, Accountant, Insurance Agent, Lawyer, Funeral Director, etc.
- Intellectual passwords (Facebook, social media, linked in, etc..)
- And much more…