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> Great point. What do you think would be good to add, in more detail? The Archdiocese of Toronto has a pretty good estate planning PDF with decent checklists
by throw0101c 3y ago
> Great point. What do you think would be good to add, in more detail?
The Archdiocese of Toronto has a pretty good estate planning PDF with decent checklists and boxes to fill out with information: individual, spouse, children/dependents, real estate (principal residence, rec property, rental units), bank accounts, safety deposit boxes, vehicles, assets/investments, insurance policies, advisors (lawyer, physician, accountant), will/trustees, desired beneficiaries, power of attorney, funeral/burial:
* https://www.catholic-cemeteries.ca/wp-content/uploads/2024/01/Estate_Planning_Guide.pdf https://www.catholic-cemeteries.ca/wp-content/uploads/2024/0...
- jph 3y agoThank you. I'll add all those areas this week.