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WHAT TO DO NOW - Sun Life Financial 2026
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- Click ‘Get Form’ to open it in the editor.
- 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.
- Proceed to the section for health-care professionals. List your family doctor, dentist, and any specialists along with their contact information.
- In the 'People to Contact' section, provide details for your legal advisor, accountant, and financial advisors. Include names, phone numbers, and email addresses.
- Continue through each section methodically—documenting legal details, locations of important documents, bank accounts, insurance policies, and funeral arrangements as prompted.
- Review all entries for accuracy before saving or sharing the completed document with your executor.
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