Updated planning resources for Clients and their executors
We’ve updated easy-to-share resources to help Clients stay organized and prepared.
Your personal information and executor guide and For the executor guide are now updated and available in English, French and Simplified Chinese.
Your personal information and executor guide is a fillable PDF to help Clients:
- Organize their key personal and financial information in one place,
- Make it easier for loved ones and executors to locate important documents when needed,
- Communicate their wishes and plans clearly, and
- Reduce stress for family members during difficult times.
For the executor guide, many details need to be taken care of when someone dies. This guide includes lists and information that can help executors navigate through the details such as:
- Making funeral arrangements,
- Assembling important documents, and
- Notifying affected parties and government agencies.
Simplified Chinese guides are also available:
Sharing these guides can help Clients take an important step toward peace of mind by sharing this valuable planning tool.
Contact
If you have questions about how to effectively use these resources, please reach out to salesdesk@sunlife.com.