Free Resources

Estate Connection is pleased to offer a number of free resources. Below see a collection of downloadable resources. Sign-up for our e-newsletter at the bottom the page to receive a link to our downloads!


 

“Where Everything is Checklist” Downloadable Resource

When a loved one dies, you want to focus on the important things – family, friends, mourning and paying tribute to their life. The stress of the little details that are associated with being the next of kin can be overwhelming. That’s why it’s important to have all the little details (from their utility account numbers to their safe deposit box number) organized, together and accessible when the time comes. We’ve created an inclusive “Where Everything is” checklist to help you keep everything organized, in advance to make the process of being next of kin a bit easier.

Where Everything is downloadable resource

What’s included in this free checklist:

  • Spots for deceased’s banking information
  • Spots for deceased’s creditors & investment details
  • Spots for deceased’s insurance details
  • Spots for deceased’s online passwords
  • And more

Sign up for our enews below to receive this!

We will email you this downloadable resource as part of your e-newsletter subscriptions confirmation thank-you page.


 

 “10 Tips for being an Excellent Executor” Downloadable Resource

When a loved one dies, you want to focus on the important things – family, friends, mourning and paying tribute to their life. The stress of the little details that are associated with being the next of kin can be overwhelming. That’s why it’s important to have all the little details (from their utility account numbers to their safe deposit box number) organized, together and accessible when the time comes. We’ve created an inclusive “Where Everything is” checklist to help you keep everything organized, in advance to make the process of being next of kin a bit easier.

Where Everything is downloadable resource

What’s included in this free tip-list:

  • Your role as Executor explained
  • Do’s and don’ts of Executors
  • Helpful tips for Executors
  • And more

Sign up for our enews below to receive this!

We will email you this downloadable resource as part of your e-newsletter subscriptions confirmation thank-you page.


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