To facilitate the settling of the estate for the executors, it is important to keep a list of the following documents: Financial assets and liabilities and other key documents.

Financial statements can include all your bank accounts, GIC statements, mutual funds, brokerage accounts, pension statements, bank loans, mortgages, lines of credit, etc.

Other important documents including deeds, birth certificates, tax returns, citizenship papers, insurance policies, name of financial advisor, etc.