Estate Information Guide

January 27, 2026

Are your loved ones prepared if something unexpected happens?

Our Estate Information Guide is a simple, fill‑in‑the‑blank tool that helps you organize the most important details your family, executor, and advisors will need—all in one safe place.

Whether you’re updating your estate plan or starting fresh, this guide helps you record:

• Personal & family information
• Executor instructions
• Wills & powers of attorney
• Insurance & financial accounts
• Assets, real estate & debts
• Digital accounts, memberships & subscriptions
• Location of important documents

(and more, all in one central document)

This is ideal for:

✔ Individuals or couples beginning estate planning
✔ Anyone wanting to reduce stress for loved ones
✔ Families updating wills, POAs, or beneficiary info
✔ Clients who want a clear roadmap for executors

Download PDF Guide here

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.