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Friday, April 5, 2019

5 Ways to Prepare Your Executor Before You Die

I'm attaching a link to an article on Boomer and Echo, a Canadian finance blog that I enjoy. Click here to read it. This article is about ways that you can make the job easier for the person who is going to act as your executor after you pass away. And it's not just about ease either; leaving the proper information behind saves on costs, cuts down on beneficiary frustration, and helps to ensure that your executor doesn't overlook any of your assets. I encourage people to read the article and take some of the steps to get your "stuff" organized.

One of our clients' favourite ways of passing on vital information to their executors and to the attorneys under their Enduring Powers of Attorney is to use our booklet called For My Family, With Love. This is a 92-page, spiral-bound workbook that we developed here in our office and that has turned out to be exceptionally popular. It has space for everything from lists of assets, passwords, contacts, to information about who has keys to the house. It even has places for you to record personal messages to people who are important to you. Click here to get a copy.

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