<aside> ➡️ Your Complete Roadmap
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By: Nicole Garton, President, Heritage Trust
Putting together an estate binder will require some time and effort but the rewards will be well worth it. Collecting all your most important information and documents into an organized estate binder will relieve a big burden on your family if anything should happen to you. Your preparation and planning now will ensure that your wishes are followed and that your estate is settled in a cost-effective and efficient manner. You will be able to enjoy the peace of mind knowing that this important task is taken care of.
<aside> ⬇️ You can download all the forms in this guide in Word format at: https://forms.estate-organizer.ca/
Download a fillable PDF guide here
Purchase the book: Before It's Too Late: The Estate Organizer for Canadians, 2nd Edition
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Table of Contents
Any adult can benefit from compiling an estate binder that contains all of their important information and records, even those without a lot of money or property. There is peace of mind in knowing that, in the event of an emergency, you, your family members or your personal representatives can grab your estate binder or access it online.
It is satisfying and stress-reducing at any life stage or scenario to have a comprehensive grasp of all your important information, records, wishes and plans.