Money + Death / Practical resource
I'm Dead - Now What?
A practical checklist for Canadian business owners
This checklist isn't about having every answer today. It's designed to help you identify what you've already taken care of, what's missing and which conversations still need to happen. Grab a coffee. Be honest. Mark what you can.
Your answers are saved on this device as you go.
01
The People
Who needs to know?
My spouse/partner or family knows who to contact first.
My executor/estate trustee knows they have been named and has agreed to the role.
My attorney(s) for property and personal care know they have been named.
Someone knows who my key professional advisors are.
My family knows who to contact about my business.
My business partner(s), key employee or trusted business contact understands what role, if any, I would want them to play.