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

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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.

Legal Executor tips 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.


“Personal Care Directive – 8 Things Everyone Should Know” Downloadable Resource

A Personal Care Directive (PCD) is a legal document allowing another person to make decisions on your behalf for things such as healthcare, education and accommodations. A PCD comes into effect only when you lack mental capacity.

Personal Care Directive downloadable resource

What’s included in this free document:

  • Online of what PCD is
  • Answers to questions regards PCDs
  • And more

 

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


 “Power of Attorney – The Who, What When and Why” Downloadable Resource

A Power of Attorney is a legal document that lets you choose someone to make financial and property decisions on your behalf.

Power of Attorney downloadable resource

What’s included in this free document:

  • Enduring Power of Attorney explained
  • Questions regarding Power of Attorneys, answered
  • And more

 

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


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