WHAT TO DO NOW - Sun Life Financial 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out your personal information. Record your name, address, and contact details in the designated fields. Ensure this information is accurate and up-to-date.
3. Proceed to the section for health-care professionals. List your family doctor, dentist, and any specialists along with their contact information.
4. In the 'People to Contact' section, provide details for your legal advisor, accountant, and financial advisors. Include names, phone numbers, and email addresses.
5. Continue through each section methodically—documenting legal details, locations of important documents, bank accounts, insurance policies, and funeral arrangements as prompted.
6. Review all entries for accuracy before saving or sharing the completed document with your executor.

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