LEE DAVIDSON Advanced Planning Director Q. What information should I leave my loved ones? A. Being an executor to an estate can be a stressful and time-consuming role to leave to someone you love. You can ease that responsibility for them by preparing the documents and required information ahead of time. By no means is this an exhaustive list, but at the minimum, you should have vital statistics for yourself, spouse, and even your parents. Additionally, you should have a record of investments, bank and utilities accounts, passwords, and all memberships. Of course, you will also want to ensure your executor knows the location you have saved the original version of your will and prepaid funeral plans. An Advanced Planning Director will help you collect your documents, show you how best to record and save this information, and assist with preparing it all for your executor so it is ready when they need it. Hansons ARBOR FUNERAL CHAPELS & CREMATORIUM WEST KELOWNA | 250-768-3702 | 2541 Churchill Rd PRINCETON | 250-295-6102 | 113 Vermilion Ave PENTICTON | 250-493-4202 | 1258 Main St KEREMEOS | 250-499-2121 | 702 7th Ave www.hansonsfuneral.ca Partners with Park Lawn LEE DAVIDSON Advanced Planning Director Q. What information should I leave my loved ones ? A. Being an executor to an estate can be a stressful and time - consuming role to leave to someone you love . You can ease that responsibility for them by preparing the documents and required information ahead of time . By no means is this an exhaustive list , but at the minimum , you should have vital statistics for yourself , spouse , and even your parents . Additionally , you should have a record of investments , bank and utilities accounts , passwords , and all memberships . Of course , you will also want to ensure your executor knows the location you have saved the original version of your will and prepaid funeral plans . An Advanced Planning Director will help you collect your documents , show you how best to record and save this information , and assist with preparing it all for your executor so it is ready when they need it . Hansons ARBOR FUNERAL CHAPELS & CREMATORIUM WEST KELOWNA | 250-768-3702 | 2541 Churchill Rd PRINCETON | 250-295-6102 | 113 Vermilion Ave PENTICTON | 250-493-4202 | 1258 Main St KEREMEOS | 250-499-2121 | 702 7th Ave www.hansonsfuneral.ca Partners with Park Lawn