Just In Case: The Canadian Family Binder (Fillable + Printable PDF)
If something happened tomorrow, would your family know where to start?
Where's the will? Which bank? Is there life insurance through work? Who's the family doctor? How do you turn off the water? This binder puts the answers in one place: 30 pages, not 300, made for Canada.
WHAT'S INSIDE
• Where to Find Everything: the one page your family would read first
• People: emergency contacts, children and dependents, guardianship, pets
• Health: doctors, pharmacy, health cards, medications, allergies, and your health care wishes (with the right document name for your province)
• Legal: will, executor (estate trustee in Ontario, liquidator in Quebec), power of attorney
• Money: bank accounts, RRSP / RRIF / TFSA / FHSA / RESP / RDSP and beneficiaries, pensions, CPP/QPP and OAS, insurance, debts, monthly bills
• Home: water, power and gas shut-offs, utilities, trusted trades, vehicles, digital life
• Final wishes: funeral wishes, people to tell, keepsakes, a letter to your family
• For your family: a "First Two Weeks" checklist and an accounts-to-close tracker
• Annual review log and two cut-out wallet cards
HOW IT WORKS
• Fill it in on screen (free Adobe Acrobat Reader, Apple Preview or a browser), or print it blank and write by hand
• Built-in privacy guidance: it records where things are, never passwords, PINs, full account numbers or your SIN
• Instant download, Letter size
GREAT FOR
• Whoever runs the household paperwork
• Parents with kids at home
• Adult children helping aging parents get organized (buy once, print a copy for Mom and Dad)
AFTER YOU BUY
1. Save a blank copy as a backup.
2. Open in Adobe Acrobat Reader, Apple Preview or a browser and click any box to type.
3. Start with page 4, "Where to Find Everything."
4. Print a copy, keep it somewhere secure, and tell two trusted people where it is.
This binder is an organizer. It isn't a will, power of attorney or health care directive, and it isn't legal, financial, tax or medical advice.