Death And Dying

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Death and Dying requires alot of preparation and work

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Death And Dying

  1. 1. Considerate Death Planning Now you are dead, What Next?
  2. 3. What next? <ul><li>Since you are dead, This presentation is not relevant to you.
  3. 4. Most people fail to plan for their death and leave their friends and families without proper information, contact information and lack of proper planning
  4. 5. The goal of this document is provide a helpful resource to help your survivors </li></ul>
  5. 7. First Five Days of Death <ul><li>Notify family doctor
  6. 8. Obtain the death notice
  7. 9. Contact the Funeral Director for transport of body, services etc
  8. 10. Write the obituary
  9. 11. Consult the will( if any)
  10. 12. Contact an Estate Lawyer </li></ul>
  11. 16. One Year later: After the Funeral <ul><li>Resolving an estate can take up to a year to gather up all the assets, pay bills, distribute resources and settle all accounts
  12. 17. Lots of work and patience is required </li></ul>
  13. 18. A BMO/ISPSOS Reid Study found that boomers are confused about what being an executor actually involves Sept 15, 2008
  14. 19. Contents of The Will <ul><li>Name the Trustee/Executor of the will
  15. 20. List the beneficiaries
  16. 21. List the properties
  17. 22. Signed and Witnessed written document which directs the Trustee on how to dispose of the property </li></ul>
  18. 23. Functions of an Executor <ul><li>Locate, itemize and value all of the assets
  19. 24. Manage all assets
  20. 25. File all tax returns
  21. 26. Arrange to probate the will </li></ul>
  22. 27. No Will? <ul><li>If you die in Ontario without a will or the executor has died, or no next of kin </li><ul><li>In Ontario the Office of the Public Guardian and Trustee (OPGT) in Estates Administration
  23. 28. Contact is 416-314-2800
  24. 29. Http://www.attorneygeneral.jus.gov.on.ca/english/family/pgt </li></ul></ul>
  25. 30. Death Preparation Binder
  26. 31. Section One: Contact <ul><li>List of people that need to be contacted </li><ul><li>Government pensions offices, private pensions, etc, Provincial Health Service
  27. 32. Bank, loan companies
  28. 33. Private pensions
  29. 34. Landlord
  30. 35. Lawyer
  31. 36. Doctors
  32. 37. Details on pre-paid burial plots </li></ul></ul>
  33. 38. Section Two: Financial <ul><li>List of essential Financial Records </li><ul><li>List of all banking information, bank accounts, location and passwords
  34. 39. Investments, RRSP's, other
  35. 40. Life Insurance policies
  36. 41. Income tax returns
  37. 42. Business agreements </li></ul></ul>
  38. 43. Taxes <ul><li>Income tax assessments for the deceased
  39. 44. Final year tax submission </li></ul>
  40. 45. Section Three: Record of Self <ul><li>Personal Records </li><ul><li>Birth Certificate
  41. 46. Marriage certificate
  42. 47. Social Insurance Number or Social Security Number in the US
  43. 48. Health Card Number
  44. 49. Business Number </li></ul></ul>
  45. 50. Section Four: Burial Plans <ul><ul><li>Expenditure </li><ul><li>Green Funeral
  46. 51. Conventional
  47. 52. Simple Alternative </li></ul><li>Ceremony </li><ul><li>Church
  48. 53. Home
  49. 54. Funeral Home </li></ul></ul></ul>
  50. 55. Action Plan
  51. 56. Financial <ul><li>Provide details on: </li><ul><li>Safety Deposit Box, location and key
  52. 57. Cancel direct debit
  53. 58. Cancel all credit cards
  54. 59. Cancel insurance policies
  55. 60. Cancel club memberships, season tickets to performance </li></ul></ul>
  56. 61. Mail Back <ul><li>Return government documents </li><ul><li>Return drivers licence to Ontario Ministry of Transportation
  57. 62. Return Health Card to Ontario Ministry of Health
  58. 63. Return Passport to nearest Canadian Passport office </li></ul></ul>
  59. 64. Government Cards/Registries The executor should contact the government offices that apply: <ul><li>Canadian citizenship
  60. 65. Canadian passport
  61. 66. Driver's licence
  62. 67. Firearms licences
  63. 68. Foreign passports </li></ul><ul><li>Indian Status
  64. 69. Outdoors Card
  65. 70. Permanent Resident Card (PR Card)
  66. 71. Social Insurance Number
  67. 72. Immigration Record of Landing </li></ul>
  68. 73. Compensations, Pensions and Benefits <ul><li>Life insurance companies
  69. 74. Old Age Security Program and Additional Information for Survivors
  70. 75. Canada Pension Plan and Additional Information for Survivors
  71. 76. International Benefits
  72. 77. Quebec Pension Plan
  73. 78. Guaranteed Annual Income System
  74. 79. Veterans Affairs Disability Program Benefits </li></ul>
  75. 80. Compensations, Pensions and Benefits <ul><li>Ontario Disability Support Program
  76. 81. Workplace Safety and Insurance Board Benefits
  77. 82. National Defence Disability and Death Benefits
  78. 83. Goods and Services Tax (GST) Credit
  79. 84. Canada Child Tax Benefits (CCTB)
  80. 85. Ontario Drug Benefits
  81. 86. Trillium Drug Program
  82. 87. Canada and Ontario Savings Bonds </li></ul>
  83. 88. Exit Suitcase <ul><li>Contents </li><ul><li>Copies of all important documents
  84. 89. Family Pictures
  85. 90. Inventory of property
  86. 91. Contact numbers and names </li></ul></ul>
  87. 92. Death Notice <ul><li>Certificate (7&quot; x 8.25&quot;) $15.00
  88. 93. Certified Copy (8.5&quot; x 14&quot;) $22.00
  89. 94. Confirmation letter $15.00
  90. 95. Delayed registration $22.00
  91. 96. Amendment to original registration $22.00
  92. 97. Ontario Government
  93. 98. https://www.orgforms.gov.on.ca/eForms_faq/start.do?lang=en#marriageInfo </li></ul>
  94. 99. Important Numbers <ul><li>Death Benefits 1-800-277-9914
  95. 100. Filing Deceased Income Tax
  96. 101. http://www.cra-arc.gc.ca/formspubs/clntgrp/ndvdls/xctrs-eng.html </li></ul>
  97. 102. Contact Information <ul><li>Glenn McKnight
  98. 103. Global Catalysts Consulting Service
  99. 104. http://www.globalcatalysts.com </li></ul>

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