The Personal Affairs Checklist

The Personal Affairs Checklist (PAC) is a document produced by CPA Manitoba to help you keep a concise record of your personal affairs, important documents and electronic footprint. It allows you to keep some of life’s most important information together in one place. Completing the PAC could save your partner, relatives or friends a great deal of time and expense in the future.

The Personal Affairs Checklist is for everyone. Feel free to pass it along to family members, clients or friends who could benefit from using it. It is organized into several sections, including: your trusted advisors, financial affairs, digital accounts and more.

View the Personal Affairs Checklist.