Estate planning: the essential checklist
Estate planning does not start at a lawyer’s office: it starts with a list. Here are the documents and details your family will look for first, and the simplest way to gather them.
Documents to gather first
If you only do one thing, do this one.
- Identity and civil status documents.
- Will, power of attorney, and the contact details of your notary or legal advisor.
- Insurance policies: life, home, auto, health.
- Bank accounts, investments and pensions: the institutions involved, not the passwords.
- Property deeds, leases, loans and outstanding debts.
- Subscriptions and recurring services that will need to be cancelled.
- Funeral instructions and personal wishes.
What not to write down
Never write passwords or PIN codes in plain text in a shared document.
Record the institution, the type of account and the person to contact instead. That is enough for the process to be handled legally.
Naming the right people
A perfect list is useless if nobody knows it exists.
Name at least two trusted people, tell them where the information lives, and define each role: who handles the paperwork, who handles the memories.
Keeping the list alive
An estate is prepared over years, not in one evening. Set an annual review date, for example your birthday.
Update what changed: an insurance policy, an address, a closed account, a new wish.
Pricing, in plain words
- 14 days free, 1 GB included during the trial
- Then CAD $199, one time only
- Lifetime access, 10 GB included
- No monthly subscription, no renewal
Frequently asked questions
Which documents should I prepare for my estate?
Identity, will and power of attorney, insurance, accounts and investments, property deeds, debts, active subscriptions and funeral wishes.
Should I write down my passwords?
No. Record the institution, the account type and the person to contact. Passwords are not required to complete the legal steps.
How often should the list be updated?
Once a year is enough in most cases, plus after any major event: moving, marriage, birth, death, or selling property.
Does Solexi replace a will?
No. Solexi does not replace a legal will, a notary or a lawyer. Solexi helps you gather, organize and pass on your information.
Solexi does not replace a legal will, a notary or a lawyer. Solexi helps you gather, organize and pass on your information.