KindFlare - My Advance Plan

Planning ahead can bring peace of mind. Use this secure form to document important information. This information will be saved to your private account.

Tip: You can save your progress and come back to update this plan anytime from your profile.

1. My Personal Information

My Full Legal First Name:

My Full Legal Middle Name(s) (if any):

My Full Legal Last Name:

My Current Address (Street, City, Postal Code):

Province:

My Date of Birth:

My Place of Birth (City, Province/Country):

My Occupation:

My Current Marital Status:

Name of Spouse (including maiden name if applicable, if married/common-law/widowed):

My Father's Full Name:

My Mother's Full Name (including maiden name):

Do I have any children (dependents or adult)?

Yes No

Child #1 Full Name:

Child #1 Spouse's Name (if applicable):

Child #2 Full Name (if applicable):

Child #2 Spouse's Name (if applicable):

Grandchild #1 Name (if applicable):

Grandchild #2 Name (if applicable):

Add more children/grandchildren in "Additional Notes" if needed.

My Next of Kin (Name and Relationship, if different from above):

My Siblings:

Sibling Brother (Predeceased, if any - Name):

Sibling Sister (Living, if any - Name):

Add more siblings in "Additional Notes" if needed, specifying if living or predeceased.

2. My Funeral & Disposition Wishes

Do I have a pre-paid funeral plan?

Yes No Unsure

If yes, Funeral Home/Provider & Contract Location:

My wishes for burial or cremation:

Specific wishes/notes regarding my service or disposition:

My preferred funeral home (if any):

My preferred Funeral/Service Location Name (if any):

Preferred Funeral/Service Location Address:

Preferred Funeral/Service Date (general idea, e.g., "ASAP", "Weekend after"):

Preferred Funeral/Service Time (general idea, e.g., "Morning", "Afternoon"):

Visitation Date(s) Preferences (if applicable):

Visitation Hours Preferences (if applicable):

In Lieu of Flowers, donations can be sent to (Charity Name):

Address of Charity (for donations):

Location/description of preferred photo(s) for my service/obituary:

Am I registered as an organ/tissue donor?

Yes No Unsure

My specific religious or cultural requirements for my funeral/service:

3. My Legal & Estate Documents

Do I have a Will?

Yes No (I need to make one) It's in Progress

Location of my Original Will:

Date Will was Last Updated/Signed (approximate if unsure):

My Executor(s) / Estate Trustee(s) named in Will - Name & Contact Info:

Alternate Executor(s) (if any) - Name & Contact:

Location of any Letter of Wishes (if separate from Will):

Do I have a Power of Attorney for Property?

Yes No

Attorney(s) for Property - Name & Contact: Document Location:

Do I have a Power of Attorney for Personal Care?

Yes No

Attorney(s) for Personal Care - Name & Contact: Document Location:

4. My Financial Information Guide

Provide general information about institutions, types of accounts, and where detailed lists or advisor contacts can be found. Do NOT write specific account numbers or passwords here.

My Bank Accounts (Institutions, general types, location of detailed list):

Primary Bank Name (for quick reference):

My Investments (Institutions, general types, advisor contact, location of details):

Pension & Benefits Provider Name(s) (if applicable):

Digital Currencies / Cryptocurrency (Type, Exchange/Wallet, location of access info):

My Life Insurance Policies (Insurer, policy type, location of policy document):

Primary Insurance Company Name (for quick reference):

Do I own real estate (house, condo, land)?

Yes No

Details about my Real Estate (Address, ownership type, location of deeds/mortgage info):

My Significant Debts (Type, institution, location of details):

My Safety Deposit Box (Bank, branch, key location):

5. Business Ownership

Do I own a business (sole proprietorship, partnership, or private corporation)?

Yes No

Details about my Business (Name, type, location of key documents like partnership/shareholder agreements):

6. Digital Presence & Access

Indicate where password lists or access instructions for important accounts are kept. Do NOT write actual passwords here. Consider using a reputable password manager.

My Primary Email Address(es) (for account recovery):

Password Manager or Location of Password List:

My Facebook ID / Profile Link (if any):

Two-Factor Authentication (2FA) Methods & Recovery:

My Social Media Accounts & Wishes (e.g., memorialize, delete, specific person to manage):

Other Important Online Subscriptions/Services with Stored Payments (e.g., cloud storage, recurring software payments):

Specific Subscription #1 Name (if applicable):

7. My Pets (if any)

Care Instructions and Guardian Preferences for My Pets:

8. Key Contacts for My Executor/Family

List people who can help your Executor (e.g., lawyer, accountant, financial advisor). This is separate from your Executor named in the Will.

9. Additional Notes or Wishes

Anything else you'd like to note for your loved ones or Executor (e.g., specific bequests not in Will, messages, location of important but non-financial items, thoughts on your legacy):

10. Executor & Sharing Settings

Designate who will manage your affairs (your Executor) and what information from this plan they should be able to access. You can provide them with a secure link to view the permitted sections later.

My Executor / Representative

Executor's Full Name:

Executor's Email Address:

Executor's Phone Number (Optional):

Notes for/about your Executor(s) (optional):