THRIVE Spring Summer 2023
UPGRADE: Train, coach, mentor
UPGRADE: Train, coach, mentor
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
foundation<br />
IS YOUR<br />
ESTATE PLAN<br />
COMPLETE?<br />
Often when you read articles<br />
or attend seminars on Estate<br />
planning, the need to have a<br />
complete and up-to-date Will is<br />
emphasized. However, the details<br />
of what to do with the Will are<br />
often neglected. Equally important<br />
is the need to have your documents<br />
readily available for your executors<br />
and heirs in order to provide the<br />
opportunity to settle your Estate, which means it should be<br />
organized in a concise fashion.<br />
Often the best option is to use a filing system, for example,<br />
an expandable file folder, or a binder with plastic sleeves<br />
that can be used to hold all the documents necessary for settling<br />
one’s Estate.<br />
And what are those documents?<br />
• Wills<br />
• Marriage certificate,<br />
• Insurance policies, both life and property<br />
• Deed to your property<br />
• Financial statements, including account numbers and<br />
contact information<br />
• Names of your lawyer, accountant, financial advisor,<br />
and doctor<br />
Also include photocopies of personal documents:<br />
by Gord Baptist<br />
• Social Insurance card<br />
• Health Card<br />
• Birth certificates<br />
• A list of your passwords<br />
• Your own personal information and name(s) of your<br />
executor(s)<br />
You can even include specifications about your funeral<br />
service. If your funeral is pre-arranged then include the information<br />
of whom to contact to help complete your funeral<br />
details.<br />
Most important, let your executors know where your file is.<br />
Give your family the blessing of having your legacy provided<br />
in a simple, concise manner.<br />
Through our partnership with Advisors with Purpose, you<br />
are also able to obtain a comprehensive written plan that<br />
outlines your own Estate situation, at no cost to you. If you<br />
would like to hear more about this opportunity or have any<br />
general inquiries, please contact me using the information<br />
below.<br />
— Gord Baptist is Fellowship Advancement Director and<br />
can be reached at 519.821.4830, ext. 244,<br />
fax: 519.821.9829, gbaptist@fellowship.ca.<br />
FOUNDATION<br />
Here We Stand!<br />
Here We Stand!<br />
Celebrating our 70th<br />
anniversary as a Fellowship!<br />
Fellowship National Conference <strong>2023</strong><br />
November 6-8, <strong>2023</strong><br />
TORONTO, ON<br />
Delta Hotel Toronto Airport & Conference Centre<br />
fellowship.ca/FNC<strong>2023</strong><br />
Conference speakers:<br />
Dr. Ed<br />
Stetzer<br />
Dr. Michael<br />
Haykin
Change language