Managing your completed death documents…

You’ve ticked off the items on your checklist.

You’ve done a happy dance.

And now you have a pile of important papers sitting on your desk. Several are original signed documents. Leaving them there doesn’t seem prudent.

What to do with your documents?

These three principles will help you decide what makes sense. Continue reading

Tackling your Death Documents

*** Time for this post?  Reading… 3 minutes. Completing documents… unknown and worth every minute. Dancing… as long as you want!

Quick! Do your near and dear know where your mother was born? Or your father’s full name exactly as it is on his birth certificate?

They should…because the funeral home will ask for these details (unless you’ve prearranged your funeral and already given them the information).

Do your kids know if you or your spouse ever received Family Allowances or the Child Tax Credit?

They should know that too…because the government will want the answer when your family applies for the Canada Pension Plan Death Benefit.

Who knew?!!

Not me, until I began getting all my paperwork ducks in a row. Continue reading

The Last of your Death Documents

***Time for this post?  Reading…10 minutes. Listening…2 minutes. Implementing…one bit at a time.

I’ve recently written about Wills, Power of Attorney, and Personal Directives. All are essential because they cover differing aspects of managing our affairs before and after death.

These documents are not necessarily quick and easy to make. It would be understandable if you’re feeling that it’s an onerous task to put things in order for your eventual demise!

Sorry! There are three more documents to consider—your Last Wishes Letter, Paper Trail, and a Supported Decision-Making Authorization. These aren’t legally required, but will ease things for you and your family in a variety of ways.

This post gives you the essential information you need to make each of them happen. They don’t all need to be done at once, but after reading this you will have in the back of your mind what is required to get each of them completed when you are ready to do it.

Supported Decision-Making…

Continue reading