February 26, 2017

 Gather your Investment Information. 

1. Bank Accounts, Credit Unions. 

2. Copies of your credit cards (Front and Back)

3. IRA, 401K, CRA, RRSP

4. Stock Certificates

5. Mutual Funds

6. Certificate of Deposits

7. Bonds

February 19, 2017

Gather your Real Estate Information. 

1. Property Deeds or location of originals

2. Current Mortgage, rental, or lease documents

3. Deed to Cemetery plot, if purchased. 

February 12, 2017

 Gather your Insurance Policies. 

1. Medical Insurance

2. Long Term Health Care Insurance

3. Life Insurance

4. Burial or Funeral Insurance

5. Homeowners Insurance

6. Car Insurance 

February 5, 2017

Gather your legal information.

1. Will

2. Living Trust

3. Durable Power of Attorney 

4. Medical Power of Attorney

5. Health Directive

6. Safety Deposit Box Information, Location, and Key 

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