Helpful worksheets to keep your information organized.

1. ED MADRO B.A. Econ., CPCA
Consultant
edward.madro@investorsgroup.com
(403) 220-9654
1-866-424-6392
Head Office: Québec Office:
447 Portage Avenue
Winnipeg, Manitoba R3C 3B6
2001 University Street
Suite 2000
Legacy Planning
Investors Group Financial Services Inc. Montréal, Québec H3A 2A6
For information, call toll-free 1 888 746-6344, or fax (204) 956-7688.
Your Name 3 Your Personal Records Organizer
In Quebec, 1 800 661-4578, or fax (514) 843-5205.
www.investorsgroup.com
Date Completed/Last Updated
Written and published by Investors Group as a general source of information only. It is not intended as a solicitation to buy or
sell specific investments, nor is it intended to provide tax, legal or investment advice. Readers should seek advice on their
specific circumstances from an Investors Group Consultant.
™ Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations. Investors Group Financial Services Inc.
“Legacy Planning - Your Personal Records Organizer” © Investors Group Inc. 2011 MP1157 (11/2011)

2. Personal Records
MY NET WORTH STATEMENT
Assets (What you own) Current amount
Liquid assets Cash on hand $ _______________________________
Chequing/savings/broker accounts $ _______________________________
Canada Savings Bonds $ _______________________________
Term deposits/investment certificates $ _______________________________
Other $ _______________________________
Marketable assets Government/corporate bonds $ _______________________________
Common shares $ _______________________________
Preferred shares $ _______________________________
Mutual funds $ _______________________________
Real estate investments $ _______________________________
Other (business interest, farm, etc.) $ _______________________________
$ _______________________________
$ _______________________________
$ _______________________________
$ _______________________________
This booklet is Long-term assets Cash value of life insurance (also
indicate amounts to be received as death
designed to help you benefit by your estate upon your death) $ _______________________________
organize, in one handy Registered Retirement Savings/Income Plans $ _______________________________
Other (pensions/profit sharing plans, etc.) $ _______________________________
location, important
Personal assets Personal residence $ _______________________________
information about your Recreation property $ _______________________________
personal and financial Vehicles $ _______________________________
Household furnishings/equipment $ _______________________________
affairs. You’ll find it Other (art, coins, jewelry, etc.) $ _______________________________
provides a convenient Total assets $
record and will be easy Liabilities (What you owe) Current amount
to update. As well, it
Short-term debt Charge accounts/credit cards $ _______________________________
will help your survivors Loans/Lines of credit $ _______________________________
wind up your personal $ _______________________________
Taxes (income/property tax owing) $ _______________________________
affairs after your
Other (life insurance loans, etc.) $ _______________________________
death. Keep this Unpaid bills $ _______________________________
record in a safe place Long-term debt Home mortgage $ _______________________________
Other property mortgage $ _______________________________
along with your other Other (line of credit, margin account, etc.) $ _______________________________
important papers. Total liabilities $
Let your family know NET WORTH:
where it’s kept. Total assets minus total liabilities $
15

3. Loan Agreements or promissory notes are located:
Debtors and Creditors People To Be Contacted
People who owe you money
Next of kin
Name:
Name: Name:
Amount: Date:
Relationship to you: Relationship to you:
Demand/Maturity date: Trust Funds Telephone: Telephone:
Address: Are you a beneficiary of any trusts? Address: Address:
❑ Yes ❑ No
Purpose:
Name: Name: Name:
Trustees are:
Amount: Date: Relationship to you: Relationship to you:
Trust papers are located: Telephone:
Demand/Maturity date: Telephone:
Address: Address:
Address:
Amount $:
Are you a trustee of any trusts?
People to whom you owe money
(other than previously listed) ❑ Yes ❑ No
Name: Purpose:
Amount: Date: Trust papers are located:
Demand/Maturity date:
Address:
Income Tax
Your tax advisor is:
Name:
Telephone:
Amount: Date:
Address:
Demand/Maturity date:
Address:
Your tax records and supporting data are located:
14 4 3

4. Banking Institution:
Other People To Be Contacted Residence & Real Estate Building cost figures (December 31, 1971 value
Telephone:
Executor or Liquidator (in Quebec): plus capital improvements to date):
Address: Type of Title is Is there a Mortgage
real estate held by mortgage? is held by
Telephone: (e.g. house, (circle one) (circle one) Mortgage insurance policy:
condo, etc.)
Address:
Banking Institution:
you yes
Telephone: spouse no
Address: joint
Employer/Business Office: Personal Property
you yes
List all vehicles you own:
spouse no
Telephone:
Investors Group Consultant: joint
Address:
you yes
Telephone: spouse no Vehicle registrations are located:
Address: joint
Lawyer:
you yes Bill of sale and insurance papers are located:
Telephone:
spouse no
Address:
Person(s) to whom you have granted joint
power of attorney:
Are household furnishings insured?
Where are the following located?
Notary (for Quebec residents):
Telephone: ❑ Yes ❑ No
Certificates of title:
Address: Bills of sale, an inventory of and insurance
Telephone: policies for household furnishings are located:
Copy of mortgages:
Address:
Others
Name: Property insurance policies: Jewelry, stamp collections, coin collections,
Accountant: appraisal documents, etc. are located:
Telephone:
Telephone: Land surveys:
Address:
Address: Collections/heirlooms/items of special value:
Property tax receipts:
Name:
Telephone:
Leases:
Address:
4 13

5. Bank Accounts Safety Deposit Box Living Will Have you informed your
Be sure to list all your bank accounts, so Do you have a safety deposit box? Do you have a “Living Will” ❑ Doctor
your Executor, Liquidator or family can
❑ Yes ❑ No (if allowed in your province)? ❑ Next of kin
find the money you have in these
Location:
❑ Yes ❑ No ❑ Living Will representative
accounts.
If so, where is your Living Will kept? ❑ Mandatary or representative
(for residents of Quebec)
Names of others who have access to it:
Banking Institution Funeral Arrangements
Branch: For Quebec residents: Do you have a Have you made funeral arrangements?
Account #: “Mandate in Anticipation of Incapacity”
Location of the keys: ❑ Yes ❑ No
❑ Savings ❑ Chequing ❑ Joint ❑ Yes ❑ No
Funeral home & address:
If joint, who is joint owner? If so, where is such a document kept?
List of contents is located:
Telephone:
Branch: To whom have you given authority to
Location: make medical decisions on your behalf? Have you set out instructions in your
Account #: Will?
❑ Savings ❑ Chequing ❑ Joint ❑ Yes ❑ No
Names of others who have access to it:
If joint, who is joint owner? In a letter?
Organ Donation ❑ Yes ❑ No
Do you want to donate your organs or They are located:
Location of the keys:
Branch:
body for transplant, medical research
or education?
Account #:
List of contents is located: ❑ Yes ❑ No
❑ Savings ❑ Chequing ❑ Joint Do you own a cemetery plot?
If yes, explain:
If joint, who is joint owner? ❑ Yes ❑ No
Have you provided for its ongoing care?
Have you explained this in your ❑ Yes ❑ No
❑ Will and/or Living Will The plot is located:
❑ Organ donor card
❑ Driver’s license/Provincial Health Card
The deed to it is kept:
12 5

6. Your Will Pension Plans Are you a subscriber to a Registered
Education Savings Plan (RESP)?
Do you have a Will? ❑ Yes ❑ No Are you a member of a
Registered Pension Plan? ❑ Yes ❑ No
The original is located:
A copy is located:
❑ Yes ❑ No Account #:
Account #: Carrier name & address:
The Will was dated/last updated:
Carrier name & address:
Beneficiary:
Personal Records Beneficiary:
Date of Birth: Do you have a Registered Retirement
Place of Birth: Account #: Income Fund (RRIF)?
Birth certificate is located: Carrier name & address: ❑ Yes ❑ No
Account #:
Social Insurance/Social Security Number:
Beneficiary: Carrier name & address:
Citizenship Papers
Beneficiary:
Passport ❑ Yes ❑ No Do you have a Registered Retirement
Savings Plan (RRSP)?
They are located:
❑ Yes ❑ No Are you a member of a Deferred Profit
Marriage / Divorce Certificates
Account #: Sharing Plan (DPSP)?
Marriage certificate ❑ Yes ❑ No ❑ Yes ❑ No
Carrier name & address:
Divorce certificate ❑ Yes ❑ No Account #:
Located: Carrier name & address:
Beneficiary:
Account #: Beneficiary:
Current Military Service ❑ Yes ❑ No Carrier name & address: Information about this plan is located:
Discharge Papers are located:
Country of enlistment:
Beneficiary:
Veteran’s Number:
Do you leave a military pension? ❑ Yes ❑ No
6 11

7. Policy Number:
Investments Previous Employers Memberships
Carrier name & address:
Investment Funds Start with the first and put the current or List all memberships in clubs,
most recent employer last associations, subscriptions
❑ Yes ❑ No
❑ Acquired by gift or inheritance
Name of fund: Do you receive income from them? Employer: Name:
Account #: ❑ Yes ❑ No Year: Address:
Advisor’s name & address: Information about these annuities is located: Address/Location:
Registered owner(s): Name:
Bonds & Government investments Employer: Address:
Name of fund: ❑ Yes ❑ No Year:
❑ Acquired by gift or inheritance
Account #: Address/Location:
The form is:
Advisor’s name & address: Name:
Registered to:
Address:
Bearer:
Registered owner(s): Employer:
or co-registered with:
Year:
Serial numbers:
Name of fund: Address/Location: Name:
The bonds are located:
Account #: Address:
Advisor’s name & address:
Securities
Do you own any stocks or bonds? Employer:
Registered owner(s):
❑ Yes ❑ No Year: Domestic Contracts
❑ Acquired by gift or inheritance Address/Location: Do you have a:
Annuity Contracts Information about them is located: Co-habitation agreement? ❑ Yes❑ No
❑ Yes ❑ No Pre-nupital agreement? ❑ Yes ❑ No
❑ Acquired by gift or inheritance Are any of your securities pledged for Marriage Contract? ❑ Yes ❑ No
Policy Number: loans?
Separation Agreement? ❑ Yes ❑ No
Carrier name & address: ❑ Yes ❑ No
Divorce Order? ❑ Yes ❑ No
With whom:
The original is located:
10 7

8. Financial Commitments Charitable Gift Life Insurance Disability Insurance
Rent or Mortgage Payments For: Policies you own on your life: Company:
Amount $ Address: Company: Policy Number:
Due Date: Policy Number: Policy is located:
Lender/Address: Policy is located:
For: Beneficiary: Company:
Address: Policy Number:
Policy is located:
Outstanding loans/lines of credit/credit Company:
or charge cards/business Policy Number:
loans/guarantees
Contractual Obligations Policy is located: Company:
Amount $
For: Beneficiary: Policy Number:
Due Date:
Located: Policy is located:
Lender/Address:
Policies you own on others:
For: Company: Hospital & Medical Insurance
Located: Policy Number: Company:
Amount $
Policy is located: Policy Number:
Due Date:
For: Name of Insured: Policy is located:
Lender/Address:
Located:
Company: Company:
For: Policy Number: Policy Number:
Amount $
Located: Policy is located: Policy is located:
Due Date:
Name of Insured:
Lender/Address:
Other financial obligations Out of Province Travel Insurance
or commitments (auto lease,
Policies others own on your life: Company:
support/maintenance obligations)
Company: Policy Number:
Amount $ For:
Policy Number: Policy is located:
Due Date: Located:
Policy is located:
Lender/Address:
For: Owner of Policy:
Located:
8 9