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Estate Planning Checkup & Organizing Your Records

Very few of us expect to pass away in the near future, but unexpected things do happen, and if they do, you can offer peace of mind to you and your dependants that your estate plan and wishes can be followed.

Canada Life has created a Yearly Checkup For Your Estate Plan worksheet which offers some good reminders to ensure that your estate and your insurance is up to date.

They have also created a Personal Records Organizer which allows you to organize important information about your personal and financial affairs in one handy location.

Please contact us if you need help reviewing your coverage, beneficiaries or making changes to your policies.


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