Appendix List:

Signed Legal Forms

  • Health Care Proxy & Personal Directives
  • Will/Trust
  • Power of Attorney for Finances, etc.

 Insurance Policies & Beneficiary Documents

  • Life, health, and long-term care insurance, etc.

 Financial Documents

A list of where your banking accounts are held, this applies to:

  • Retirement information
  • Investment portfolio information
  • Debt/loan information
  • Your most recent tax return
  • RRSPs
  • Credit card information
  • Pension information
  • Safety deposit box or home safe location and codes

 Property Documents

  • Mortgage information
  • Deeds
  • Leases
  • Titles
  • Home-owners’ or renters’ insurance policies
  • Real Estate rentals or other investments


  • Driver’s license
  • Passport
  • Birth certificate
  • Marriage certificate
  • Divorce certificate
  • Military/veteran benefit details
  • Social insurance or old age security numbers, etc.


  • To various personal websites, such as social media accounts and e-mails
  • Online payment accounts for utilities (cable, internet, phone, gas, water etc.)
  • Online banking account information
  • Home alarm system or any security related systems for home/properties

  Pre-made Funeral Arrangements

  • Receipts for pre-paid expenses (e.g. plot, casket, gravestone)
  • Veteran burial benefit information
  • Contact information to a specific fraternal or religious group you want to be organizing your funeral or ceremony details

 Letters of Instruction

  • Guardian letter: How to care for your children and/or dependents
  • Pet care plan: How to care for your pet 
  • List of who should receive certain sentimental items
  • Practical information about running your home/managing utilities, mail and subscriptions

 Legacy Documents

  • Pre-written obituary or eulogy
  • Photos for your obituary or memorial
  • Ethical will
  • Legacy letters to family members, friends and loved ones

 Anything else you think will be helpful to those you leave behind! 

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