Quote:
Originally Posted by I-Hate-Hulse
Without getting into all the details, my dad is going down the route of palliative care, leaving my elderly mother.
From an legal and administrative point of view, what needs / should be done?
- Wills / POA are in place for them (~done 6 yrs ago)
- Property is held jointly by then, so I believe joint survivorship applies to banks accounts and real estate. Car registration is being revised.
- I know a final T1 tax return will need to be done at some point.
Is there anything else that would make the future easier? I anticipate updating their wills once he passes.
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Sorry for what you are going through. Some of the things that come to mind that may help you are:
1. Prepare a list of your dad's important information like his DOB, SIN no., Alberta Health Card no., Credit Card nos., Passport no., marriage date, name of parents,
2. Try to get enough information from him so you can help write an obituary that he would want
3. Make a list of his monthly bills, and where they are paid e.g. deducted from bank account, credit card, cash
4. Find out where he wants all his personal items to go (part of will?)