Canadian End-of-Life & Estate Organizer
Plan Today. Ease Tomorrow.
Be prepared. Make your wishes known. Give your loved ones peace of mind.
Planning for the future is one of the most thoughtful things you can do for yourself and the people you care about. The Canadian End-of-Life & Estate Organizer from Duncan Investigations Inc. is a practical, fillable digital workbook designed to help you bring important personal information, wishes, documents and planning details together in one organized place.
When information is scattered or important decisions have not been discussed, family members may face unnecessary uncertainty during an already difficult time. This workbook helps you take a proactive approach by organizing essential details, identifying unfinished tasks and preparing for conversations with loved ones and professional advisers.
What’s included
This 18-page interactive PDF contains 168 fillable fields, with dedicated sections to help you organize personal information, important contacts, legal documents, health-care information and wishes, funeral and memorial preferences, financial and property details, digital accounts, pets and dependants.
You’ll also find document-location records, people and organizations to notify, a life and legacy section, an estate-planning action plan, a first-steps checklist for when someone dies, an after-death administration record, privacy and storage guidance, and Canadian government resources.
Convenient and easy to use
Complete the fillable PDF digitally using a compatible PDF reader, save your entries, or print pages to complete by hand. Work through it at your own pace and review it regularly as your circumstances change. You can also fill, save and email the form to a loved one.
Who is this organizer for?
It is suitable for adults who want to get organized, individuals planning ahead, caregivers helping family members prepare, and anyone who wants to make it easier for trusted people to locate important information and understand their wishes.
An important note
This workbook is an organizational aid, not a will, power of attorney, health-care directive or other formal legal instrument. It does not replace legal, financial, tax or professional advice.
Requirements differ across Canadian provinces and territories, so consult the appropriate professional to prepare or update formal documents. Protect your privacy by storing the completed workbook securely and avoiding the inclusion of passwords, PINs or other access credentials.
Important Security Notice: For the confidential records referenced above, we recommend taking a proactive approach to protecting your personal information. Print the forms and enter your passwords and PINs by hand, where required. This can help reduce the risk of sensitive information being exposed. Our service is encrypted and secure. However, we have no control over your storage capabilities.
Take a thoughtful step toward peace of mind.
The Canadian End-of-Life & Estate Organizer is designed to help you organize today, communicate more clearly and make things easier for the people you trust tomorrow.
Taxes included in price.
