Personal Information Planning Guide

Planning ahead can make a world of difference for your loved ones. This easy-to-use guide helps you organize essential details about your personal, financial, and estate information in one secure place.

We’re pleased to offer this resource to our community in a convenient digital fillable format here: https://www.pphfoundation.ca/personal-planning-booklet and also provided below for easy viewing (non-fillable).

You can download and complete the booklet online using its fillable fields, or print it and fill it out by hand, whichever works best for you. Once completed, store it in a safe location and update it periodically to ensure your information remains accurate.

Sharing its location with your executor or a trusted family member will provide invaluable support when managing your future affairs becomes necessary.