CS-PIER-0134 End of Life Planning - A Practical Guide and Checklist

CS-PIER-0134

JANUARY 2024

A Praccal Guide and

Checklist

End-of-Life Planning

CS-PIER –0134  
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Saskatchewan Health Authority  
End of Life Planning—A Praccal Guide and Checklist 
January 2024 
Why plan for your end-of-life? 
End-of-life planning is an important but oen very dicult task. Having honest conversaons greatly 
supports your family of choice in preparing for your death, honouring your wishes aer death and 
aending to executor dues. This document oers some discussion items for consideraon and 
conversaon. It may not include all necessary nocaons, discussions and acons nor should it be 
considered legal or nancial advice. The Saskatchewan Health Authority does not endorse these 
resources and is not responsible for any services and informaon provided. 
Key Steps and Helpful Resources: 
  Do you have a lawyer, will, executor(s) or administrator for your estate?  
  Do you have nancial maers in order (banks, accountants, pensions)? 
  Do you have funeral arrangements including planned details and wishes? 
  Do you have a locaon/le for all important informaon/documents for executor dues? 
  The Public Legal Educaon Associaon (PLEA) website oers general informaon about Advance 
Direcves, Living Wills, Powers of Aorney, Deaths and Estates and Executor responsibilies.  
   The Funeral and Cremaon Services Council of Saskatchewan oers frequently asked quesons on 
funeral planning and a provincial list of accredited funeral, cremaon, and transfer service providers.  
  Funeral home is required to submit registraon of death eHealth Saskatchewan Registering a Death. 
  Obtain a death cercate if needed for estate maers: eHealth Saskatchewan Order a Death 
Cercate. 
  What Happens to my Email Accounts When I die? 
  How to Close Online Accounts and Services When Someone Dies 
  How to Close Accounts and Cancel Subscripons 
  What to do with Social Media Accounts when Someone Dies 
  How to Protect Your Social Media Accounts aer You are Gone 
  Creang a "When I Die" File 
  Pre-Plan Your Own Funeral Cheat Sheet 
  Funeral Planning Checklist 
  Saskatchewan Health Authority Advance Care Planning Website 

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January 2024 
Saskatchewan Health Authority   End of Life Planning—A Praccal Guide and Checklist   
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Areas of Contacts to Be Made (if applicable): 
Cancel income received from Government of Canada:  Inform Federal Government of a Death 
  Cancel CPP/OAS benets deceased was receiving:  1-800-277-9914 
  Employment Insurance (EI) Program (if applicable): 1-800-206-7218 
  Naonal Student Loan Service Centre (NSLSC) (if applicable): 1 888 815-4514 or Saskatchewan 
Student Aid: 1-800-597-8278 
  EI Caregiving Benets: 1-800-206-7218 
Apply for Service Canada Survivor Benets: Benets Finder (Service Canada) 
  The death benet is a one-me payment to, or on behalf of, the estate of a deceased CPP contributor. 
  The survivor's pension is a monthly benet paid to a deceased contributor's surviving spouse or 
common-law partner if the survivor meets the eligibility requirements. 
  The children's benet is a monthly benet for dependent children of a deceased contributor. 
Other contacts: 
  Veterans Aairs Benets: hps://www.veterans.gc.ca . Call toll-free 1-866-522-2122.  
  Contact Canada Revenue Agency for informaon about what to do when someone has died, 
preparing returns for the deceased person and/or a trust guide: 1-800-959-8281.  
  Cancel Secure Cercate of Indian Status (SCIS) (if applicable) by contacng Indigenous Services 
Canada: 1-800-567-9604; email: InfoPubs@sac-isc.gc.ca 
  Cancel cizenship card/cercate or permanent residence card (if applicable): 1-888-242-2100; 
Cizenship and Immigraon (CIC) Canada 
  Provincial Vital Stascs will nofy the Social Insurance Number Program of the death. 
  RCMP (Inherited Firearms - Executors and Heirs) about rearm registraon cercate(s). 
  Cancel Saskatchewan Health Card: (306) 787-3251 or 1-800-667-7551 (Toll-free Canada and USA). 
  Contact ISC Land Titles Oce regarding removing deceased’s name from tle of property AND 
insurance house and property insurance is changed to reect the current policy holder. 
Change property taxes to reect accurate informaon regarding the property 
Other properes: rental properes, coages, meshare, etc. 
  Inform Canadian credit reporng agencies to avoid fraudulent credit checks in the deceased’s name: 
Equifax: 1-800-871-3250 
TransUnion: 1-800-663-9980  

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Saskatchewan Health Authority

End of Life Planning—A Praccal Guide and Checklist

January 2024

Financial services:

 Banking Instuons - make contact or appointments to discuss any of the following areas:

 Automac Payments (i.e. bills, loans, monthly charitable donaons, etc.) ___________________

 Loans, Debts, Lines of Credit _______________________________________________________

 Safety Deposit Box _______________________________________________________________

 Mortgage/Mortgage Insurance _____________________________________________________

 Credit Cards Cancelling Credit Cards ________________________________________________

 Investments, RRSPs ______________________________________________________________

 Pension Plan Administrator ____________________________________________________________

 Accountant _________________________________________________________________________

 Financial Planner ____________________________________________________________________

Insurance coverage policies: include claim/policy number/phone number

 Group Medical Services (GMS)/Blue Cross/etc. _____________________________________________

 Life insurance personal/work/rered employee ____________________________________________

 Disability insurance personal/work ______________________________________________________

 Illness insurance personal/work _________________________________________________________

Personal idencaon:

 Driver’s License Cancel driver's license or Cancel or change vehicle registraon

Package Policy ___________________________________________________________________

Roadside Assistance (i.e. CAA)_______________________________________________________

 Employee ID, access or credit cards, etc.__________________________________________________

 Membership Cards __________________________________________________________________

 Contact Canada Post to make changes to mailing address, nocaon of death, etc.

 Contact the Canada Bereavement Registry to stop direct markeng/phone calls to the deceased:

1-877-565-5515.

 Cancel Passport Passport Canada

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Saskatchewan Health Authority End of Life Planning—A Praccal Guide and Checklist

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Cancel Or Transfer:

 Magazine and other subscripons _______________________________________________________

 Memberships _______________________________________________________________________

 Registraons with professional associaons _______________________________________________

 Season ckets _______________________________________________________________________

 Monthly charitable donaons __________________________________________________________

 Library card _________________________________________________________________________

 Customer reward programs (Air Miles, RBC, Credit Cards Travel Points, etc.) _____________________

 Pet licenses _________________________________________________________________________

 Other ______________________________________________________________________________

Social Media/Technology

 Computer/Tablets

 Cloud Storage, Photographs _______________________________________________________

 On-line shopping accounts ________________________________________________________

 On-line Memberships/Subscripons _________________________________________________

 Twier ________________________________________________________________________

 Facebook ______________________________________________________________________

 Website _______________________________________________________________________

 Email Accounts __________________________________________________________________

 Passwords and PIN Codes to All Accounts _____________________________________________

Contact Health Care Or Service Providers:

 Physician(s) _________________________________________________________________________

 Denst _____________________________________________________________________________

 Optometrist ________________________________________________________________________

 Pharmacist _________________________________________________________________________

 Counsellors _________________________________________________________________________

 Other (i.e., Physiotherapist, Massage Therapist, Occupaonal Therapist, etc.) ____________________

 Home care __________________________________________________________________________

 Hairstylist/barber ____________________________________________________________________

 Esthecian _________________________________________________________________________

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Saskatchewan Health Authority

End of Life Planning—A Praccal Guide and Checklist

January 2024

Contact Household Services/Contracts:

 Landlord noce for rental situaon ______________________________________________________

 Water Heater _______________________________________________________________________

 Lawn Care, Snow Removal etc. _________________________________________________________

 Housekeeping _______________________________________________________________________

 Security System _____________________________________________________________________

 Furnace/Air Condioning ______________________________________________________________

 Cable TV ___________________________________________________________________________

 SaskEnergy: 1-800-567-8899 ___________________________________________________________

 SaskPower: 1-888-757-6937 ____________________________________________________________

 SaskTel: 1-800-SASKTEL (Cell Phone/e-mail/internet/landline, etc.) ____________________________

 Other provider (cell phone/e-mail/internet/landline etc.) ____________________________________

 Water/Sewer _______________________________________________________________________

 House Insurance/Tenant Package Policy __________________________________________________

 Property Taxes ______________________________________________________________________

Deceased Person’s Responsibilies:

 Dependent Children (custody issues, maintenance support) __________________________________

 Dependent adults (parents, guardianship) ________________________________________________

 Pets _______________________________________________________________________________

 Executor, Power of Aorney, Proxy Decision Maker for others ________________________________

 Volunteer roles including sing on Boards, Commiees, Charies etc. _________________________

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Saskatchewan Health Authority End of Life Planning—A Praccal Guide and Checklist

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Addional Notes:

______________________________________________________________________________________

The Saskatchewan Health Authority works in the spirit of truth and reconciliaon,

acknowledging Saskatchewan as the tradional territory of First Naons and Més People.

Healthy People, Healthy Saskatchewan

PIER—Paent Informaon and Educaon Resource

CS-PIER-0134

JANUARY 2024