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How to gather your assets?

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It may seem like a daunting task to gather your assets, documents and personal information: you have several credit cards, a safety deposit box, RRSPs, multiple service providers, eStatments, a Facebook profile, an un-notarized will, a divorce decree, funeral prearrangements, etc. Where to start?

Expect the unexpected. Personal information can be organized in an accessible way for both you and your loved ones. As sergeant-detectives with the police force in cases of disappearance and family search for unclaimed bodies, it happens too often people’s legal and personal documents are hard to find. In addition, they don’t know the location of a loved one’s documents in an emergency. The information is rarely close at hand.

When you leave home, you make sure that the doors are locked and that there’s a duplicate key in a safe place and most likely, someone close to you also has a copy. What about your personal information? If it’s well-protected, who has a “copy”? Who has access to it? If you lose your documents or if you are victim of a fire, theft or vandalism, or when you are travelling, the HERITAGE Kit is an essential tool, because all your legal and personal documents are in a single location: the HERITAGE Box.

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