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September 2006

LIFE LETTER MATURE

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Your personal estate checklist

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You know where to find your important papers and who you deal with, but does anyone else? Complete this list, store in a safe place and let your heirs know where it is to help settle your estate. Ask your spouse and anyone else whose affairs you may have to deal with to complete one, too:

Name: _________________________
Date:__________________________
Social Insurance #: _______________

These items should be in the following locations:

My Will: _______________________
Passport: _______________________
Birth Certificate: _________________
Marriage Certificate: ______________
Life Insurance: __________________
Property Insurance: _______________
Group Insurance: _________________
Other Insurance: _________________
Pension Records: _________________
CPP/OAS Records: _______________
Canada Savings Bonds: ____________
Investment Certificates: ____________
RRSPs: _________________________
Annuities: _______________________
Investment Funds: ________________

Common Shares: __________________
Other Investments: _________________
Mortgage Documents: _______________
Property Deeds: ___________________
Property Tax Records: ______________
Income Tax Records: _______________
Safety Deposit Box: ________________
Key:_____________________________
Bank Account "A": _________________
Account #: ________________________
Bank Account "B": _________________
Account #: _______________________
Credit Cards: _____________________
Personal Loan Documents: __________
Other Important Records: ___________

These advisors need to be contacted in the event of my death:

Lawyer: _________________________
Phone: __________________________
Accountant: ______________________
Phone: __________________________
Life Insurance Agent: ______________
Phone: __________________________
Business Associates: _______________
Phone: __________________________
Financial Planner: _________________
Phone: __________________________
Stock Broker: ____________________
Phone: __________________________

Want extra copies for family and friends?

Call Hans Mathisen today at (306)242-7042.
or email -
hans@mathisen.ca

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Copyright 2006 Life Letter. All rights reserved

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Mathisen Financial, Inc.
335 Redberry Road
Saskatoon, Saskatchewan S7K 4W5
Bus. (306) 242-7042 Fax. (306) 242-4314
Email:
hans@mathisen.ca